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 | $68,674 | $85,766-19.9% | $136,294-49.6% | $70,131-2.1% |
| Participation rate | 89.8% | 74.2%+15.6pp | 81.9%+7.9pp | 69.5%+20.3pp |
| Annual return | 18.40% | 31.45%-13.1pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,043 | $2,966-31.1% | $4,695-56.5% | $2,342-12.8% |
| Participant deferral / active EE | $5,953 | $5,051+17.9% | $6,247-4.7% | $3,332+78.7% |
| Admin fee / account holder | $2,372 | $5,420-56.2% | $9,243-74.3% | $4,645-48.9% |