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 | $80,123 | $99,020-19.1% | $86,590-7.5% | $147,584-45.7% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 24.42% | 1312.34%-1287.9pp | 964.84%-940.4pp | 578.55%-554.1pp |
| Employer contribution / active EE | $2,270 | $3,132-27.5% | $2,839-20.1% | $4,876-53.5% |
| Participant deferral / active EE | $2,943 | $3,972-25.9% | $3,609-18.4% | $5,439-45.9% |
| Admin fee / account holder | $7,293 | $5,710+27.7% | $4,906+48.7% | $10,885-33.0% |