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 | $36,527 | $89,355-59.1% | $141,162-74.1% | $72,985-50.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 26.58% | 111.85%-85.3pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $3,776 | $3,114+21.2% | $4,735-20.3% | $2,440+54.8% |
| Participant deferral / active EE | $8,015 | $5,418+47.9% | $6,709+19.5% | $3,607+122.2% |
| Admin fee / account holder | $5,528 | $5,958-7.2% | $10,261-46.1% | $5,124+7.9% |