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 | $85,892 | $121,625-29.4% | $104,607-17.9% | $158,922-46.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 16.09% | 465.26%-449.2pp | 340.46%-324.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,905 | $3,163+23.5% | $2,681+45.7% | $4,761-18.0% |
| Participant deferral / active EE | $15,093 | $4,177+261.3% | $3,740+303.6% | $5,982+152.3% |
| Admin fee / account holder | $2,483 | $7,787-68.1% | $6,473-61.6% | $11,246-77.9% |