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 | $46,797 | $100,852-53.6% | $90,404-48.2% | $158,922-70.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 23.97% | 1724.20%-1700.2pp | 1293.02%-1269.0pp | 302.83%-278.9pp |
| Employer contribution / active EE | $3,253 | $3,689-11.8% | $3,262-0.3% | $4,761-31.7% |
| Participant deferral / active EE | $5,115 | $4,348+17.6% | $3,963+29.1% | $5,982-14.5% |
| Admin fee / account holder | $2,344 | $6,501-63.9% | $5,611-58.2% | $11,246-79.2% |