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 | $43,706 | $85,766-49.0% | $136,294-67.9% | $70,131-37.7% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 17.49% | 31.45%-14.0pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,571 | $2,966+20.4% | $4,695-23.9% | $2,342+52.5% |
| Participant deferral / active EE | $5,236 | $5,051+3.7% | $6,247-16.2% | $3,332+57.2% |
| Admin fee / account holder | $647 | $5,420-88.1% | $9,243-93.0% | $4,645-86.1% |