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 | $37,123 | $85,766-56.7% | $136,294-72.8% | $70,131-47.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 18.96% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,494 | $2,966-15.9% | $4,695-46.9% | $2,342+6.5% |
| Participant deferral / active EE | $5,713 | $5,051+13.1% | $6,247-8.5% | $3,332+71.5% |
| Admin fee / account holder | $1,777 | $5,420-67.2% | $9,243-80.8% | $4,645-61.8% |