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 | $89,417 | $180,749-50.5% | $160,784-44.4% | $137,256-34.9% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 20.07% | 2234.46%-2214.4pp | 1803.92%-1783.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,290 | $4,155-20.8% | $3,733-11.9% | $4,156-20.8% |
| Participant deferral / active EE | $8,041 | $6,844+17.5% | $6,293+27.8% | $6,407+25.5% |
| Admin fee / account holder | $1,892 | $10,397-81.8% | $9,717-80.5% | $12,270-84.6% |