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 | $37,232 | $109,881-66.1% | $150,045-75.2% | $84,808-56.1% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 18.72% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,836 | $3,561+7.7% | $4,693-18.3% | $2,631+45.8% |
| Participant deferral / active EE | $6,039 | $6,636-9.0% | $7,997-24.5% | $4,212+43.4% |
| Admin fee / account holder | $552 | $8,568-93.6% | $13,435-95.9% | $7,344-92.5% |