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 | $38,417 | $99,020-61.2% | $86,590-55.6% | $147,584-74.0% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 13.67% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,709 | $3,132-13.5% | $2,839-4.6% | $4,876-44.4% |
| Participant deferral / active EE | $5,087 | $3,972+28.1% | $3,609+41.0% | $5,439-6.5% |
| Admin fee / account holder | $5,098 | $5,710-10.7% | $4,906+3.9% | $10,885-53.2% |