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 | $67,417 | $85,766-21.4% | $136,294-50.5% | $70,131-3.9% |
| Participation rate | 98.2% | 74.2%+24.0pp | 81.9%+16.3pp | 69.5%+28.6pp |
| Annual return | 16.77% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,390 | $2,966-19.4% | $4,695-49.1% | $2,342+2.1% |
| Participant deferral / active EE | $8,144 | $5,051+61.2% | $6,247+30.4% | $3,332+144.4% |
| Admin fee / account holder | $3,648 | $5,420-32.7% | $9,243-60.5% | $4,645-21.5% |