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 | $30,272 | $85,766-64.7% | $136,294-77.8% | $70,131-56.8% |
| Participation rate | 82.3% | 74.2%+8.1pp | 81.9%+0.4pp | 69.5%+12.7pp |
| Annual return | 20.86% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,423 | $2,966-52.0% | $4,695-69.7% | $2,342-39.2% |
| Participant deferral / active EE | $4,246 | $5,051-16.0% | $6,247-32.0% | $3,332+27.4% |
| Admin fee / account holder | $2,209 | $5,420-59.3% | $9,243-76.1% | $4,645-52.5% |