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 | $76,252 | $102,604-25.7% | $86,188-11.5% | $139,434-45.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.07% | 1922.51%-1903.4pp | 1168.45%-1149.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,826 | $3,032-6.8% | $2,380+18.7% | $4,751-40.5% |
| Participant deferral / active EE | $2,905 | $4,676-37.9% | $3,985-27.1% | $6,710-56.7% |
| Admin fee / account holder | $2,483 | $8,657-71.3% | $6,852-63.8% | $11,403-78.2% |