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 | $49,466 | $63,346-21.9% | $92,233-46.4% | $70,131-29.5% |
| Participation rate | 71.7% | 68.7%+3.1pp | 76.5%-4.7pp | 69.5%+2.2pp |
| Annual return | 17.99% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,889 | $2,471-23.5% | $3,679-48.7% | $2,342-19.3% |
| Participant deferral / active EE | $2,277 | $2,854-20.2% | $3,897-41.6% | $3,332-31.7% |
| Admin fee / account holder | $911 | $3,840-76.3% | $5,194-82.5% | $4,645-80.4% |