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 | $35,228 | $176,662-80.1% | $130,648-73.0% | $152,861-77.0% |
| Participation rate | 85.0% | 79.0%+6.0pp | 71.7%+13.3pp | 82.4%+2.6pp |
| Annual return | 18.40% | 2692.24%-2673.8pp | 1708.96%-1690.6pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,892 | $5,742-67.1% | $4,092-53.8% | $4,762-60.3% |
| Participant deferral / active EE | $3,719 | $4,361-14.7% | $3,603+3.2% | $5,850-36.4% |
| Admin fee / account holder | $3,080 | $7,133-56.8% | $5,464-43.6% | $11,596-73.4% |