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 | $37,156 | $91,552-59.4% | $133,956-72.3% | $79,858-53.5% |
| Participation rate | 74.7% | 73.3%+1.4pp | 79.8%-5.1pp | 69.6%+5.1pp |
| Annual return | 17.76% | 61.85%-44.1pp | 45.09%-27.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,147 | $2,384-9.9% | $3,919-45.2% | $2,471-13.1% |
| Participant deferral / active EE | $4,512 | $3,733+20.9% | $5,048-10.6% | $3,740+20.7% |
| Admin fee / account holder | $751 | $6,321-88.1% | $8,927-91.6% | $5,306-85.9% |