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 | $61,888 | $180,749-65.8% | $160,784-61.5% | $137,256-54.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 16.26% | 2234.46%-2218.2pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,069 | $4,155-50.2% | $3,733-44.6% | $4,156-50.2% |
| Participant deferral / active EE | $3,945 | $6,844-42.4% | $6,293-37.3% | $6,407-38.4% |
| Admin fee / account holder | $39,995 | $10,397+284.7% | $9,717+311.6% | $12,270+226.0% |