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 | $56,957 | $85,766-33.6% | $136,294-58.2% | $70,131-18.8% |
| Participation rate | 76.7% | 74.2%+2.5pp | 81.9%-5.3pp | 69.5%+7.1pp |
| Annual return | 19.07% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,632 | $2,966-45.0% | $4,695-65.2% | $2,342-30.3% |
| Participant deferral / active EE | $4,657 | $5,051-7.8% | $6,247-25.5% | $3,332+39.8% |
| Admin fee / account holder | $2,029 | $5,420-62.6% | $9,243-78.0% | $4,645-56.3% |