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 | $53,804 | $70,756-24.0% | $65,493-17.8% | $142,382-62.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 16.35% | 1754.89%-1738.5pp | 982.45%-966.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,299 | $2,881-54.9% | $2,574-49.5% | $4,299-69.8% |
| Participant deferral / active EE | $2,074 | $4,637-55.3% | $3,961-47.7% | $6,507-68.1% |
| Admin fee / account holder | $2,047 | $6,559-68.8% | $5,028-59.3% | $12,624-83.8% |