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 | $23,656 | $89,355-73.5% | $141,162-83.2% | $72,985-67.6% |
| Participation rate | 98.6% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 56.60% | 111.85%-55.2pp | 71.39%-14.8pp | 81.00%-24.4pp |
| Employer contribution / active EE | $3,004 | $3,114-3.6% | $4,735-36.6% | $2,440+23.1% |
| Participant deferral / active EE | $4,660 | $5,418-14.0% | $6,709-30.5% | $3,607+29.2% |
| Admin fee / account holder | $3,030 | $5,958-49.1% | $10,261-70.5% | $5,124-40.9% |