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 | $143,952 | $102,604+40.3% | $86,188+67.0% | $139,434+3.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.57% | 1922.51%-1906.9pp | 1168.45%-1152.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,921 | $3,032-36.7% | $2,380-19.3% | $4,751-59.6% |
| Participant deferral / active EE | $3,809 | $4,676-18.5% | $3,985-4.4% | $6,710-43.2% |
| Admin fee / account holder | $1,518 | $8,657-82.5% | $6,852-77.8% | $11,403-86.7% |