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 | $38,522 | $85,766-55.1% | $136,294-71.7% | $70,131-45.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 19.86% | 31.45%-11.6pp | 5155.94%-5136.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $3,464 | $2,966+16.8% | $4,695-26.2% | $2,342+47.9% |
| Participant deferral / active EE | $6,309 | $5,051+24.9% | $6,247+1.0% | $3,332+89.4% |
| Admin fee / account holder | $1,245 | $5,420-77.0% | $9,243-86.5% | $4,645-73.2% |