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 | $33,331 | $85,766-61.1% | $136,294-75.5% | $70,131-52.5% |
| Participation rate | 70.4% | 74.2%-3.8pp | 81.9%-11.6pp | 69.5%+0.8pp |
| Annual return | 54.74% | 31.45%+23.3pp | 5155.94%-5101.2pp | 73.14%-18.4pp |
| Employer contribution / active EE | $3,131 | $2,966+5.6% | $4,695-33.3% | $2,342+33.7% |
| Participant deferral / active EE | $6,387 | $5,051+26.4% | $6,247+2.2% | $3,332+91.7% |
| Admin fee / account holder | $788 | $5,420-85.5% | $9,243-91.5% | $4,645-83.0% |