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 | $91,844 | $99,020-7.2% | $86,590+6.1% | $147,584-37.8% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 17.49% | 1312.34%-1294.8pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,769 | $3,132-43.5% | $2,839-37.7% | $4,876-63.7% |
| Participant deferral / active EE | $3,672 | $3,972-7.6% | $3,609+1.8% | $5,439-32.5% |
| Admin fee / account holder | $946 | $5,710-83.4% | $4,906-80.7% | $10,885-91.3% |