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 | $29,712 | $85,766-65.4% | $136,294-78.2% | $70,131-57.6% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 18.29% | 31.45%-13.2pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $6,250 | $2,966+110.7% | $4,695+33.1% | $2,342+166.8% |
| Participant deferral / active EE | $7,113 | $5,051+40.8% | $6,247+13.9% | $3,332+113.5% |
| Admin fee / account holder | $1,311 | $5,420-75.8% | $9,243-85.8% | $4,645-71.8% |