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 | $33,692 | $165,912-79.7% | $122,332-72.5% | $147,584-77.2% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 15.79% | 34.55%-18.8pp | 30.27%-14.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,920 | $5,754-66.6% | $4,050-52.6% | $4,876-60.6% |
| Participant deferral / active EE | $3,397 | $4,005-15.2% | $3,287+3.4% | $5,439-37.5% |
| Admin fee / account holder | $19,375 | $7,424+161.0% | $5,478+253.7% | $10,885+78.0% |