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 | $28,177 | $85,766-67.1% | $136,294-79.3% | $70,131-59.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 20.68% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,997 | $2,966-32.7% | $4,695-57.5% | $2,342-14.7% |
| Participant deferral / active EE | $4,169 | $5,051-17.5% | $6,247-33.3% | $3,332+25.1% |
| Admin fee / account holder | $6,773 | $5,420+25.0% | $9,243-26.7% | $4,645+45.8% |