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 | $41,324 | $58,694-29.6% | $142,863-71.1% | $85,850-51.9% |
| Participation rate | 77.8% | 58.5%+19.3pp | 71.9%+5.8pp | 69.3%+8.5pp |
| Annual return | 14.72% | 27.72%-13.0pp | 5637.54%-5622.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,893 | $1,423+33.0% | $4,144-54.3% | $2,565-26.2% |
| Participant deferral / active EE | $3,331 | $2,607+27.8% | $3,837-13.2% | $3,952-15.7% |
| Admin fee / account holder | $5,050 | $4,239+19.1% | $6,560-23.0% | $6,260-19.3% |