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 | $44,852 | $85,766-47.7% | $136,294-67.1% | $70,131-36.0% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 25.56% | 31.45%-5.9pp | 5155.94%-5130.4pp | 73.14%-47.6pp |
| Employer contribution / active EE | $8,989 | $2,966+203.1% | $4,695+91.4% | $2,342+283.8% |
| Participant deferral / active EE | $6,244 | $5,051+23.6% | $6,247-0.1% | $3,332+87.4% |
| Admin fee / account holder | $374 | $5,420-93.1% | $9,243-95.9% | $4,645-91.9% |