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 | $34,668 | $80,753-57.1% | $136,294-74.6% | $62,292-44.3% |
| Participation rate | 85.2% | 73.5%+11.6pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 20.67% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.2pp |
| Employer contribution / active EE | $3,375 | $2,884+17.0% | $4,695-28.1% | $2,042+65.3% |
| Participant deferral / active EE | $6,978 | $5,164+35.1% | $6,247+11.7% | $3,169+120.2% |
| Admin fee / account holder | $4,208 | $525+701.0% | $9,243-54.5% | $479+777.9% |