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 | $91,595 | $180,749-49.3% | $160,784-43.0% | $137,256-33.3% |
| Participation rate | 73.3% | 80.0%-6.6pp | 77.0%-3.6pp | 80.0%-6.6pp |
| Annual return | 14.32% | 2234.46%-2220.1pp | 1803.92%-1789.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,328 | $4,155-68.0% | $3,733-64.4% | $4,156-68.1% |
| Participant deferral / active EE | $4,824 | $6,844-29.5% | $6,293-23.3% | $6,407-24.7% |
| Admin fee / account holder | $1,167 | $10,397-88.8% | $9,717-88.0% | $12,270-90.5% |