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 | $61,601 | $100,041-38.4% | $149,718-58.9% | $70,131-12.2% |
| Participation rate | 82.0% | 83.6%-1.6pp | 87.1%-5.1pp | 69.5%+12.5pp |
| Annual return | 18.68% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,746 | $3,662+2.3% | $5,445-31.2% | $2,342+59.9% |
| Participant deferral / active EE | $8,265 | $4,983+65.9% | $6,569+25.8% | $3,332+148.1% |
| Admin fee / account holder | $2,003 | $8,286-75.8% | $11,283-82.2% | $4,645-56.9% |