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 | $81,553 | $58,927+38.4% | $76,817+6.2% | $72,985+11.7% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 24.52% | 2305.64%-2281.1pp | 1166.11%-1141.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,362 | $1,787-23.8% | $2,302-40.8% | $2,440-44.2% |
| Participant deferral / active EE | $2,001 | $2,690-25.6% | $3,336-40.0% | $3,607-44.5% |
| Admin fee / account holder | $2,403 | $4,013-40.1% | $6,420-62.6% | $5,124-53.1% |