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 | $50,475 | $85,766-41.1% | $136,294-63.0% | $70,131-28.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 21.44% | 31.45%-10.0pp | 5155.94%-5134.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,550 | $2,966-14.0% | $4,695-45.7% | $2,342+8.9% |
| Participant deferral / active EE | $7,039 | $5,051+39.4% | $6,247+12.7% | $3,332+111.3% |
| Admin fee / account holder | $743 | $5,420-86.3% | $9,243-92.0% | $4,645-84.0% |