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 | $59,852 | $100,041-40.2% | $149,718-60.0% | $70,131-14.7% |
| Participation rate | 82.7% | 83.6%-0.9pp | 87.1%-4.4pp | 69.5%+13.2pp |
| Annual return | 13.31% | 27.43%-14.1pp | 1501.63%-1488.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,145 | $3,662-68.7% | $5,445-79.0% | $2,342-51.1% |
| Participant deferral / active EE | $3,869 | $4,983-22.3% | $6,569-41.1% | $3,332+16.1% |
| Admin fee / account holder | $3,194 | $8,286-61.5% | $11,283-71.7% | $4,645-31.2% |