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 | $65,037 | $85,766-24.2% | $136,294-52.3% | $70,131-7.3% |
| Participation rate | 97.6% | 74.2%+23.4pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 15.20% | 31.45%-16.3pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $5,110 | $2,966+72.3% | $4,695+8.8% | $2,342+118.2% |
| Participant deferral / active EE | $9,972 | $5,051+97.4% | $6,247+59.6% | $3,332+199.3% |
| Admin fee / account holder | $2,733 | $5,420-49.6% | $9,243-70.4% | $4,645-41.2% |