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 | $107,794 | $150,440-28.3% | $136,294-20.9% | $147,584-27.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 13.41% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,992 | $5,256-24.1% | $4,695-15.0% | $4,876-18.1% |
| Participant deferral / active EE | $7,102 | $6,630+7.1% | $6,247+13.7% | $5,439+30.6% |
| Admin fee / account holder | $2,647 | $10,905-75.7% | $9,243-71.4% | $10,885-75.7% |