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 | $41,124 | $88,083-53.3% | $164,813-75.0% | $74,495-44.8% |
| Participation rate | 76.5% | 73.0%+3.5pp | 78.6%-2.1pp | 67.2%+9.3pp |
| Annual return | 15.27% | 17.26%-2.0pp | 69.93%-54.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,034 | $2,593-21.6% | $4,341-53.2% | $2,623-22.5% |
| Participant deferral / active EE | $6,181 | $4,498+37.4% | $6,031+2.5% | $4,346+42.2% |
| Admin fee / account holder | $2,596 | $2,234+16.2% | $12,690-79.5% | $1,942+33.7% |