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 | $36,279 | $85,766-57.7% | $136,294-73.4% | $70,131-48.3% |
| Participation rate | 96.7% | 74.2%+22.6pp | 81.9%+14.8pp | 69.5%+27.2pp |
| Annual return | 14.90% | 31.45%-16.6pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,740 | $2,966-7.6% | $4,695-41.6% | $2,342+17.0% |
| Participant deferral / active EE | $6,099 | $5,051+20.7% | $6,247-2.4% | $3,332+83.1% |
| Admin fee / account holder | $899 | $5,420-83.4% | $9,243-90.3% | $4,645-80.6% |