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 | $46,493 | $85,766-45.8% | $136,294-65.9% | $70,131-33.7% |
| Participation rate | 77.1% | 74.2%+3.0pp | 81.9%-4.8pp | 69.5%+7.6pp |
| Annual return | 20.94% | 31.45%-10.5pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $2,648 | $2,966-10.7% | $4,695-43.6% | $2,342+13.0% |
| Participant deferral / active EE | $5,800 | $5,051+14.8% | $6,247-7.2% | $3,332+74.1% |
| Admin fee / account holder | $1,092 | $5,420-79.8% | $9,243-88.2% | $4,645-76.5% |