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 | $134,081 | $73,360+82.8% | $177,989-24.7% | $74,495+80.0% |
| Participation rate | 72.4% | 66.6%+5.7pp | 77.1%-4.7pp | 67.2%+5.2pp |
| Annual return | 14.26% | 17.49%-3.2pp | 294.48%-280.2pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,156 | $2,216-2.7% | $3,949-45.4% | $2,623-17.8% |
| Participant deferral / active EE | $10,950 | $4,513+142.6% | $6,276+74.5% | $4,346+152.0% |
| Admin fee / account holder | $3,636 | $1,808+101.1% | $10,363-64.9% | $1,942+87.2% |