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 | $62,851 | $99,020-36.5% | $86,590-27.4% | $147,584-57.4% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 12.14% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $10,334 | $3,132+230.0% | $2,839+264.0% | $4,876+111.9% |
| Participant deferral / active EE | $4,101 | $3,972+3.2% | $3,609+13.6% | $5,439-24.6% |
| Admin fee / account holder | $5,100 | $5,710-10.7% | $4,906+4.0% | $10,885-53.1% |