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 | $67,821 | $58,927+15.1% | $76,817-11.7% | $72,985-7.1% |
| Participation rate | 96.6% | 67.3%+29.2pp | 72.1%+24.5pp | 69.5%+27.1pp |
| Annual return | 23.93% | 2305.64%-2281.7pp | 1166.11%-1142.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,967 | $1,787+10.1% | $2,302-14.5% | $2,440-19.4% |
| Participant deferral / active EE | $3,543 | $2,690+31.7% | $3,336+6.2% | $3,607-1.8% |
| Admin fee / account holder | $1,382 | $4,013-65.6% | $6,420-78.5% | $5,124-73.0% |