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 | $90,521 | $100,852-10.2% | $90,404+0.1% | $158,922-43.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 15.83% | 1724.20%-1708.4pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,682 | $3,689-27.3% | $3,262-17.8% | $4,761-43.7% |
| Participant deferral / active EE | $2,271 | $4,348-47.8% | $3,963-42.7% | $5,982-62.0% |
| Admin fee / account holder | $5,295 | $6,501-18.6% | $5,611-5.6% | $11,246-52.9% |