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 | $59,031 | $85,766-31.2% | $136,294-56.7% | $70,131-15.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 28.30% | 31.45%-3.2pp | 5155.94%-5127.6pp | 73.14%-44.8pp |
| Employer contribution / active EE | $2,381 | $2,966-19.7% | $4,695-49.3% | $2,342+1.6% |
| Participant deferral / active EE | $6,375 | $5,051+26.2% | $6,247+2.0% | $3,332+91.3% |
| Admin fee / account holder | $5,248 | $5,420-3.2% | $9,243-43.2% | $4,645+13.0% |