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 | $41,774 | $169,032-75.3% | $129,207-67.7% | $145,922-71.4% |
| Participation rate | 88.9% | 76.4%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 17.57% | 14330.11%-14312.5pp | 9417.33%-9399.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,236 | $5,537-59.6% | $4,153-46.2% | $4,660-52.0% |
| Participant deferral / active EE | $5,567 | $4,987+11.6% | $4,168+33.6% | $6,688-16.8% |
| Admin fee / account holder | $3,899 | $9,954-60.8% | $7,715-49.5% | $13,397-70.9% |