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 | $71,187 | $85,766-17.0% | $136,294-47.8% | $70,131+1.5% |
| Participation rate | 91.2% | 74.2%+17.0pp | 81.9%+9.3pp | 69.5%+21.6pp |
| Annual return | 18.12% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,034 | $2,966-31.4% | $4,695-56.7% | $2,342-13.2% |
| Participant deferral / active EE | $7,932 | $5,051+57.0% | $6,247+27.0% | $3,332+138.1% |
| Admin fee / account holder | $6,530 | $5,420+20.5% | $9,243-29.4% | $4,645+40.6% |