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 | $76,625 | $156,846-51.1% | $121,098-36.7% | $139,434-45.0% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 13.20% | 1474.56%-1461.4pp | 985.75%-972.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $7,823 | $5,536+41.3% | $4,164+87.9% | $4,751+64.7% |
| Participant deferral / active EE | $6,980 | $4,844+44.1% | $4,080+71.1% | $6,710+4.0% |
| Admin fee / account holder | $60,787 | $6,946+775.2% | $5,644+976.9% | $11,403+433.1% |