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 | $55,900 | $85,766-34.8% | $136,294-59.0% | $70,131-20.3% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 29.43% | 31.45%-2.0pp | 5155.94%-5126.5pp | 73.14%-43.7pp |
| Employer contribution / active EE | $2,221 | $2,966-25.1% | $4,695-52.7% | $2,342-5.2% |
| Participant deferral / active EE | $4,950 | $5,051-2.0% | $6,247-20.8% | $3,332+48.6% |
| Admin fee / account holder | $3,487 | $5,420-35.7% | $9,243-62.3% | $4,645-24.9% |