See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,676 | $99,020-9.4% | $86,590+3.6% | $147,584-39.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 9.95% | 1312.34%-1302.4pp | 964.84%-954.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,679 | $3,132-46.4% | $2,839-40.9% | $4,876-65.6% |
| Participant deferral / active EE | $1,017 | $3,972-74.4% | $3,609-71.8% | $5,439-81.3% |
| Admin fee / account holder | $60,281 | $5,710+955.6% | $4,906+1128.8% | $10,885+453.8% |