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 | $33,936 | $70,756-52.0% | $65,493-48.2% | $142,382-76.2% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 19.92% | 1754.89%-1735.0pp | 982.45%-962.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,512 | $2,881+91.3% | $2,574+114.1% | $4,299+28.2% |
| Participant deferral / active EE | $12,252 | $4,637+164.2% | $3,961+209.3% | $6,507+88.3% |
| Admin fee / account holder | $2,493 | $6,559-62.0% | $5,028-50.4% | $12,624-80.3% |