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 | $79,422 | $109,817-27.7% | $98,442-19.3% | $167,490-52.6% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 18.07% | 1956.69%-1938.6pp | 1492.73%-1474.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,890 | $3,224-10.3% | $2,960-2.3% | $4,837-40.2% |
| Participant deferral / active EE | $3,883 | $4,673-16.9% | $4,276-9.2% | $6,341-38.8% |
| Admin fee / account holder | $7,208 | $6,753+6.7% | $5,949+21.2% | $12,309-41.4% |