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 | $31,411 | $76,552-59.0% | $123,892-74.6% | $62,891-50.1% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 1300.20% | 18.68%+1281.5pp | 47.52%+1252.7pp | 20.14%+1280.1pp |
| Employer contribution / active EE | $2,841 | $2,883-1.4% | $4,617-38.5% | $2,281+24.6% |
| Participant deferral / active EE | $5,360 | $4,840+10.8% | $5,984-10.4% | $3,203+67.4% |
| Admin fee / account holder | $1,635 | $4,826-66.1% | $8,357-80.4% | $4,296-61.9% |