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 | $46,067 | $99,020-53.5% | $86,590-46.8% | $147,584-68.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 11.42% | 1312.34%-1300.9pp | 964.84%-953.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,050 | $3,132-34.5% | $2,839-27.8% | $4,876-58.0% |
| Participant deferral / active EE | $4,100 | $3,972+3.2% | $3,609+13.6% | $5,439-24.6% |
| Admin fee / account holder | $18,691 | $5,710+227.3% | $4,906+281.0% | $10,885+71.7% |