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 | $81,694 | $101,317-19.4% | $146,958-44.4% | $74,495+9.7% |
| Participation rate | 75.6% | 75.5%+0.1pp | 82.2%-6.6pp | 67.2%+8.4pp |
| Annual return | 18.53% | 8730.91%-8712.4pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,708 | $3,810-55.2% | $4,933-65.4% | $2,623-34.9% |
| Participant deferral / active EE | $4,197 | $7,303-42.5% | $8,070-48.0% | $4,346-3.4% |
| Admin fee / account holder | $1,855 | $1,739+6.7% | $12,998-85.7% | $1,942-4.4% |