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 | $50,900 | $55,415-8.1% | $155,509-67.3% | $74,495-31.7% |
| Participation rate | 75.2% | 61.9%+13.3pp | 78.2%-2.9pp | 67.2%+8.0pp |
| Annual return | 17.82% | 268.50%-250.7pp | 64.67%-46.9pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,873 | $2,267-17.4% | $4,672-59.9% | $2,623-28.6% |
| Participant deferral / active EE | $4,825 | $2,836+70.1% | $5,626-14.2% | $4,346+11.0% |
| Admin fee / account holder | $5,322 | $1,738+206.2% | $15,912-66.6% | $1,942+174.1% |