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 | $32,289 | $46,869-31.1% | $122,332-73.6% | $70,131-54.0% |
| Participation rate | 96.4% | 58.2%+38.2pp | 71.6%+24.7pp | 69.5%+26.8pp |
| Annual return | 19.97% | 24.22%-4.3pp | 30.27%-10.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,265 | $1,288+75.9% | $4,050-44.1% | $2,342-3.3% |
| Participant deferral / active EE | $3,453 | $2,166+59.4% | $3,287+5.0% | $3,332+3.6% |
| Admin fee / account holder | $2,515 | $3,322-24.3% | $5,478-54.1% | $4,645-45.8% |