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 | $38,420 | $99,020-61.2% | $86,590-55.6% | $147,584-74.0% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 14.49% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,092 | $3,132-1.3% | $2,839+8.9% | $4,876-36.6% |
| Participant deferral / active EE | $679 | $3,972-82.9% | $3,609-81.2% | $5,439-87.5% |
| Admin fee / account holder | $72,319 | $5,710+1166.5% | $4,906+1374.2% | $10,885+564.4% |