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 | $63,473 | $72,177-12.1% | $115,037-44.8% | $59,632+6.4% |
| Participation rate | 87.8% | 72.6%+15.3pp | 81.4%+6.4pp | 68.7%+19.1pp |
| Annual return | 17.88% | 12.02%+5.9pp | 26.14%-8.3pp | 2041.28%-2023.4pp |
| Employer contribution / active EE | $2,231 | $2,841-21.5% | $4,608-51.6% | $2,203+1.3% |
| Participant deferral / active EE | $6,273 | $4,783+31.2% | $6,026+4.1% | $3,192+96.5% |
| Admin fee / account holder | $1,076 | $4,927-78.2% | $8,175-86.8% | $4,297-75.0% |