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 | $37,032 | $85,766-56.8% | $136,294-72.8% | $70,131-47.2% |
| Participation rate | 85.9% | 74.2%+11.8pp | 81.9%+4.0pp | 69.5%+16.4pp |
| Annual return | 40.62% | 31.45%+9.2pp | 5155.94%-5115.3pp | 73.14%-32.5pp |
| Employer contribution / active EE | $3,676 | $2,966+23.9% | $4,695-21.7% | $2,342+56.9% |
| Participant deferral / active EE | $7,961 | $5,051+57.6% | $6,247+27.4% | $3,332+138.9% |
| Admin fee / account holder | $1,064 | $5,420-80.4% | $9,243-88.5% | $4,645-77.1% |