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 | $81,894 | $100,852-18.8% | $90,404-9.4% | $158,922-48.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 16.42% | 1724.20%-1707.8pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,236 | $3,689-12.3% | $3,262-0.8% | $4,761-32.0% |
| Participant deferral / active EE | $6,832 | $4,348+57.1% | $3,963+72.4% | $5,982+14.2% |
| Admin fee / account holder | $3,284 | $6,501-49.5% | $5,611-41.5% | $11,246-70.8% |