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 | $115,439 | $185,200-37.7% | $142,863-19.2% | $167,490-31.1% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 8.23% | 8555.70%-8547.5pp | 5637.54%-5629.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,202 | $5,604-78.6% | $4,144-71.0% | $4,837-75.2% |
| Participant deferral / active EE | $1,472 | $4,494-67.3% | $3,837-61.7% | $6,341-76.8% |
| Admin fee / account holder | $28,484 | $8,031+254.7% | $6,560+334.2% | $12,309+131.4% |