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 | $46,202 | $85,766-46.1% | $136,294-66.1% | $70,131-34.1% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 15.22% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,898 | $2,966-36.0% | $4,695-59.6% | $2,342-19.0% |
| Participant deferral / active EE | $4,121 | $5,051-18.4% | $6,247-34.0% | $3,332+23.7% |
| Admin fee / account holder | $3,873 | $5,420-28.6% | $9,243-58.1% | $4,645-16.6% |