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 | $78,864 | $100,852-21.8% | $90,404-12.8% | $158,922-50.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 17.75% | 1724.20%-1706.4pp | 1293.02%-1275.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,610 | $3,689-29.2% | $3,262-20.0% | $4,761-45.2% |
| Participant deferral / active EE | $6,016 | $4,348+38.4% | $3,963+51.8% | $5,982+0.6% |
| Admin fee / account holder | $2,449 | $6,501-62.3% | $5,611-56.4% | $11,246-78.2% |