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 | $50,217 | $91,538-45.1% | $129,995-61.4% | $75,163-33.2% |
| Participation rate | 97.0% | 71.4%+25.5pp | 78.5%+18.5pp | 67.2%+29.8pp |
| Annual return | 30.09% | -631.11%+661.2pp | -137.18%+167.3pp | 160.62%-130.5pp |
| Employer contribution / active EE | $2,802 | $2,845-1.5% | $4,320-35.1% | $2,670+4.9% |
| Participant deferral / active EE | $5,821 | $4,341+34.1% | $5,8200% | $4,125+41.1% |
| Admin fee / account holder | $1,736 | $6,790-74.4% | $10,614-83.6% | $5,651-69.3% |