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 6-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 | $68,664 | $88,751-22.6% | $81,812-16.1% | $145,922-52.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 19.92% | 1025.40%-1005.5pp | 773.79%-753.9pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,070 | $3,083-32.9% | $2,912-28.9% | $4,660-55.6% |
| Participant deferral / active EE | $7,322 | $4,643+57.7% | $4,319+69.5% | $6,688+9.5% |
| Admin fee / account holder | $2,156 | $8,415-74.4% | $7,386-70.8% | $13,397-83.9% |