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 | $49,526 | $80,753-38.7% | $136,294-63.7% | $62,292-20.5% |
| Participation rate | 96.4% | 73.5%+22.9pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 27.70% | 35.83%-8.1pp | 5155.94%-5128.2pp | 28.90%-1.2pp |
| Employer contribution / active EE | $3,914 | $2,884+35.7% | $4,695-16.7% | $2,042+91.6% |
| Participant deferral / active EE | $11,658 | $5,164+125.8% | $6,247+86.6% | $3,169+267.9% |
| Admin fee / account holder | $1,697 | $525+223.0% | $9,243-81.6% | $479+254.0% |