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 | $50,296 | $98,750-49.1% | $149,696-66.4% | $79,858-37.0% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 33.73% | 27.43%+6.3pp | 276.60%-242.9pp | 31.71%+2.0pp |
| Employer contribution / active EE | $3,441 | $3,216+7.0% | $4,644-25.9% | $2,471+39.3% |
| Participant deferral / active EE | $6,793 | $5,680+19.6% | $6,842-0.7% | $3,740+81.6% |
| Admin fee / account holder | $1,135 | $6,053-81.2% | $9,309-87.8% | $5,306-78.6% |