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 | $30,561 | $93,571-67.3% | $135,903-77.5% | $75,163-59.3% |
| Participation rate | 86.0% | 75.2%+10.8pp | 81.9%+4.1pp | 67.2%+18.8pp |
| Annual return | 22.02% | 30.90%-8.9pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,780 | $3,537-49.7% | $4,856-63.3% | $2,670-33.3% |
| Participant deferral / active EE | $3,597 | $6,404-43.8% | $7,758-53.6% | $4,125-12.8% |
| Admin fee / account holder | $415 | $6,975-94.1% | $10,762-96.1% | $5,651-92.7% |