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 | $90,526 | $82,630+9.6% | $64,105+41.2% | $125,391-27.8% |
| Participation rate | 81.8% | 75.9%+6.0pp | 68.2%+13.6pp | 83.2%-1.4pp |
| Annual return | 1.45% | 1489.72%-1488.3pp | 791.24%-789.8pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,147 | $2,671-57.1% | $1,820-37.0% | $4,866-76.4% |
| Participant deferral / active EE | $3,213 | $3,608-11.0% | $2,822+13.9% | $5,352-40.0% |
| Admin fee / account holder | $6,277 | $6,382-1.6% | $4,499+39.5% | $9,540-34.2% |