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 | $33,111 | $85,766-61.4% | $136,294-75.7% | $70,131-52.8% |
| Participation rate | 95.9% | 74.2%+21.8pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 29.59% | 31.45%-1.9pp | 5155.94%-5126.3pp | 73.14%-43.6pp |
| Employer contribution / active EE | $3,209 | $2,966+8.2% | $4,695-31.7% | $2,342+37.0% |
| Participant deferral / active EE | $6,313 | $5,051+25.0% | $6,247+1.1% | $3,332+89.5% |
| Admin fee / account holder | $2,363 | $5,420-56.4% | $9,243-74.4% | $4,645-49.1% |