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 | $60,517 | $56,199+7.7% | $67,652-10.5% | $59,632+1.5% |
| Participation rate | 72.7% | 71.5%+1.3pp | 75.7%-2.9pp | 68.7%+4.1pp |
| Annual return | 4.05% | 18505.31%-18501.3pp | 6625.04%-6621.0pp | 2041.28%-2037.2pp |
| Employer contribution / active EE | $554 | $1,614-65.7% | $2,266-75.5% | $2,203-74.8% |
| Participant deferral / active EE | $4,828 | $2,844+69.8% | $3,560+35.6% | $3,192+51.3% |
| Admin fee / account holder | $527 | $3,958-86.7% | $4,821-89.1% | $4,297-87.7% |