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 | $98,073 | $100,852-2.8% | $90,404+8.5% | $158,922-38.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 13.01% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,466 | $3,689-33.1% | $3,262-24.4% | $4,761-48.2% |
| Participant deferral / active EE | $5,797 | $4,348+33.3% | $3,963+46.3% | $5,982-3.1% |
| Admin fee / account holder | $5,992 | $6,501-7.8% | $5,611+6.8% | $11,246-46.7% |