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 | $47,186 | $85,766-45.0% | $136,294-65.4% | $70,131-32.7% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 26.50% | 31.45%-5.0pp | 5155.94%-5129.4pp | 73.14%-46.6pp |
| Employer contribution / active EE | $2,604 | $2,966-12.2% | $4,695-44.5% | $2,342+11.2% |
| Participant deferral / active EE | $5,006 | $5,051-0.9% | $6,247-19.9% | $3,332+50.3% |
| Admin fee / account holder | $693 | $5,420-87.2% | $9,243-92.5% | $4,645-85.1% |