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 | $32,896 | $176,662-81.4% | $130,648-74.8% | $152,861-78.5% |
| Participation rate | 76.9% | 79.0%-2.0pp | 71.7%+5.2pp | 82.4%-5.5pp |
| Annual return | 23.93% | 2692.24%-2668.3pp | 1708.96%-1685.0pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,424 | $5,742-75.2% | $4,092-65.2% | $4,762-70.1% |
| Participant deferral / active EE | $4,136 | $4,361-5.2% | $3,603+14.8% | $5,850-29.3% |
| Admin fee / account holder | $470 | $7,133-93.4% | $5,464-91.4% | $11,596-95.9% |