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 | $49,827 | $85,766-41.9% | $136,294-63.4% | $70,131-29.0% |
| Participation rate | 96.9% | 74.2%+22.7pp | 81.9%+15.0pp | 69.5%+27.3pp |
| Annual return | 31.34% | 31.45%-0.1pp | 5155.94%-5124.6pp | 73.14%-41.8pp |
| Employer contribution / active EE | $2,941 | $2,966-0.8% | $4,695-37.4% | $2,342+25.6% |
| Participant deferral / active EE | $5,845 | $5,051+15.7% | $6,247-6.4% | $3,332+75.4% |
| Admin fee / account holder | $478 | $5,420-91.2% | $9,243-94.8% | $4,645-89.7% |