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 | $77,747 | $99,020-21.5% | $86,590-10.2% | $147,584-47.3% |
| Participation rate | 84.2% | 76.3%+7.9pp | 73.5%+10.7pp | 82.8%+1.4pp |
| Annual return | 19.23% | 1312.34%-1293.1pp | 964.84%-945.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,471 | $3,132+10.8% | $2,839+22.2% | $4,876-28.8% |
| Participant deferral / active EE | $4,561 | $3,972+14.8% | $3,609+26.4% | $5,439-16.1% |
| Admin fee / account holder | $643 | $5,710-88.7% | $4,906-86.9% | $10,885-94.1% |