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 | $162,885 | $88,751+83.5% | $81,812+99.1% | $145,922+11.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.07% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,609 | $3,083-15.4% | $2,912-10.4% | $4,660-44.0% |
| Participant deferral / active EE | $5,554 | $4,643+19.6% | $4,319+28.6% | $6,688-17.0% |
| Admin fee / account holder | $3,093 | $8,415-63.2% | $7,386-58.1% | $13,397-76.9% |