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 | $52,765 | $99,020-46.7% | $86,590-39.1% | $147,584-64.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 13.43% | 1312.34%-1298.9pp | 964.84%-951.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,220 | $3,132+2.8% | $2,839+13.4% | $4,876-34.0% |
| Participant deferral / active EE | $6,945 | $3,972+74.8% | $3,609+92.5% | $5,439+27.7% |
| Admin fee / account holder | $45,796 | $5,710+702.0% | $4,906+833.5% | $10,885+320.7% |