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 | $63,145 | $77,899-18.9% | $149,673-57.8% | $75,163-16.0% |
| Participation rate | 86.1% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.9pp |
| Annual return | 18.68% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,672 | $3,137-46.7% | $4,818-65.3% | $2,670-37.4% |
| Participant deferral / active EE | $6,130 | $3,411+79.7% | $5,680+7.9% | $4,125+48.6% |
| Admin fee / account holder | $3,607 | $5,956-39.4% | $13,210-72.7% | $5,651-36.2% |