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 | $43,852 | $85,766-48.9% | $136,294-67.8% | $70,131-37.5% |
| Participation rate | 82.1% | 74.2%+7.9pp | 81.9%+0.1pp | 69.5%+12.5pp |
| Annual return | 18.08% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,290 | $2,966-56.5% | $4,695-72.5% | $2,342-44.9% |
| Participant deferral / active EE | $5,332 | $5,051+5.6% | $6,247-14.6% | $3,332+60.0% |
| Admin fee / account holder | $900 | $5,420-83.4% | $9,243-90.3% | $4,645-80.6% |