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 | $62,314 | $85,766-27.3% | $136,294-54.3% | $70,131-11.1% |
| Participation rate | 84.3% | 74.2%+10.1pp | 81.9%+2.4pp | 69.5%+14.7pp |
| Annual return | 18.80% | 31.45%-12.7pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $3,893 | $2,966+31.3% | $4,695-17.1% | $2,342+66.2% |
| Participant deferral / active EE | $7,596 | $5,051+50.4% | $6,247+21.6% | $3,332+128.0% |
| Admin fee / account holder | $1,067 | $5,420-80.3% | $9,243-88.5% | $4,645-77.0% |