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 | $71,261 | $99,020-28.0% | $86,590-17.7% | $147,584-51.7% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 19.61% | 1312.34%-1292.7pp | 964.84%-945.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,457 | $3,132+10.4% | $2,839+21.8% | $4,876-29.1% |
| Participant deferral / active EE | $6,631 | $3,972+66.9% | $3,609+83.7% | $5,439+21.9% |
| Admin fee / account holder | $2,767 | $5,710-51.5% | $4,906-43.6% | $10,885-74.6% |