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 | $33,990 | $85,766-60.4% | $136,294-75.1% | $70,131-51.5% |
| Participation rate | 94.9% | 74.2%+20.7pp | 81.9%+13.0pp | 69.5%+25.3pp |
| Annual return | 22.83% | 31.45%-8.6pp | 5155.94%-5133.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $4,103 | $2,966+38.3% | $4,695-12.6% | $2,342+75.2% |
| Participant deferral / active EE | $2,441 | $5,051-51.7% | $6,247-60.9% | $3,332-26.7% |
| Admin fee / account holder | $2,863 | $5,420-47.2% | $9,243-69.0% | $4,645-38.4% |