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 | $31,727 | $98,750-67.9% | $149,696-78.8% | $79,858-60.3% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.5%+0.2pp | 69.6%+13.1pp |
| Annual return | 18.86% | 27.43%-8.6pp | 276.60%-257.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,659 | $3,216-48.4% | $4,644-64.3% | $2,471-32.9% |
| Participant deferral / active EE | $5,083 | $5,680-10.5% | $6,842-25.7% | $3,740+35.9% |
| Admin fee / account holder | $8,941 | $6,053+47.7% | $9,309-4.0% | $5,306+68.5% |