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 | $68,221 | $124,185-45.1% | $108,410-37.1% | $167,490-59.3% |
| Participation rate | 85.0% | 82.3%+2.7pp | 80.1%+4.9pp | 82.1%+2.9pp |
| Annual return | 13.06% | 1379.64%-1366.6pp | 905.27%-892.2pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,817 | $4,187-8.8% | $3,558+7.3% | $4,837-21.1% |
| Participant deferral / active EE | $6,523 | $6,908-5.6% | $6,563-0.6% | $6,341+2.9% |
| Admin fee / account holder | $29,202 | $9,455+208.9% | $7,295+300.3% | $12,309+137.2% |