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 | $51,173 | $72,400-29.3% | $67,502-24.2% | $145,922-64.9% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 12.50% | 7182.46%-7170.0pp | 3512.12%-3499.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,777 | $3,069+23.1% | $2,731+38.3% | $4,660-18.9% |
| Participant deferral / active EE | $4,385 | $4,783-8.3% | $4,000+9.6% | $6,688-34.4% |
| Admin fee / account holder | $577 | $5,539-89.6% | $3,998-85.6% | $13,397-95.7% |