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 | $51,886 | $85,766-39.5% | $136,294-61.9% | $70,131-26.0% |
| Participation rate | 95.3% | 74.2%+21.1pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 17.11% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,630 | $2,966-45.0% | $4,695-65.3% | $2,342-30.4% |
| Participant deferral / active EE | $6,297 | $5,051+24.7% | $6,247+0.8% | $3,332+89.0% |
| Admin fee / account holder | $10,217 | $5,420+88.5% | $9,243+10.5% | $4,645+119.9% |