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 | $38,305 | $63,346-39.5% | $92,233-58.5% | $70,131-45.4% |
| Participation rate | 75.3% | 68.7%+6.6pp | 76.5%-1.2pp | 69.5%+5.8pp |
| Annual return | 22.24% | 530.12%-507.9pp | 176.28%-154.0pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,935 | $2,471+18.8% | $3,679-20.2% | $2,342+25.3% |
| Participant deferral / active EE | $4,796 | $2,854+68.1% | $3,897+23.1% | $3,332+44.0% |
| Admin fee / account holder | $3,025 | $3,840-21.2% | $5,194-41.8% | $4,645-34.9% |