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 | $31,411 | $85,766-63.4% | $136,294-77.0% | $70,131-55.2% |
| Participation rate | 97.6% | 74.2%+23.4pp | 81.9%+15.7pp | 69.5%+28.0pp |
| Annual return | 23.12% | 31.45%-8.3pp | 5155.94%-5132.8pp | 73.14%-50.0pp |
| Employer contribution / active EE | $2,129 | $2,966-28.2% | $4,695-54.6% | $2,342-9.1% |
| Participant deferral / active EE | $6,442 | $5,051+27.5% | $6,247+3.1% | $3,332+93.3% |
| Admin fee / account holder | $1,066 | $5,420-80.3% | $9,243-88.5% | $4,645-77.0% |