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 | $23,682 | $63,861-62.9% | $104,607-77.4% | $79,858-70.3% |
| Participation rate | 72.4% | 64.9%+7.5pp | 74.1%-1.7pp | 69.6%+2.8pp |
| Annual return | 42.17% | 21.30%+20.9pp | 340.46%-298.3pp | 31.71%+10.5pp |
| Employer contribution / active EE | $1,878 | $1,588+18.2% | $2,681-30.0% | $2,471-24.0% |
| Participant deferral / active EE | $3,115 | $2,693+15.7% | $3,740-16.7% | $3,740-16.7% |
| Admin fee / account holder | $2,601 | $4,185-37.9% | $6,473-59.8% | $5,306-51.0% |