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 8-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 | $24,043 | $72,400-66.8% | $67,502-64.4% | $145,922-83.5% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.4pp | 80.3%-8.8pp |
| Annual return | 10.88% | 7182.46%-7171.6pp | 3512.12%-3501.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,169 | $3,069+3.3% | $2,731+16.1% | $4,660-32.0% |
| Participant deferral / active EE | $4,790 | $4,783+0.1% | $4,000+19.8% | $6,688-28.4% |
| Admin fee / account holder | $4,229 | $5,539-23.6% | $3,998+5.8% | $13,397-68.4% |