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 | $63,278 | $99,020-36.1% | $86,590-26.9% | $147,584-57.1% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 11.62% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,947 | $3,132-5.9% | $2,839+3.8% | $4,876-39.6% |
| Participant deferral / active EE | $3,590 | $3,972-9.6% | $3,609-0.5% | $5,439-34.0% |
| Admin fee / account holder | $3,102 | $5,710-45.7% | $4,906-36.8% | $10,885-71.5% |