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 | $28,405 | $85,766-66.9% | $136,294-79.2% | $70,131-59.5% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 18.47% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,283 | $2,966+10.7% | $4,695-30.1% | $2,342+40.2% |
| Participant deferral / active EE | $6,250 | $5,051+23.7% | $6,2470% | $3,332+87.6% |
| Admin fee / account holder | $5,622 | $5,420+3.7% | $9,243-39.2% | $4,645+21.0% |