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 | $60,296 | $77,899-22.6% | $149,673-59.7% | $75,163-19.8% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 32.20% | 31.72%+0.5pp | 134.42%-102.2pp | 160.62%-128.4pp |
| Employer contribution / active EE | $3,271 | $3,137+4.3% | $4,818-32.1% | $2,670+22.5% |
| Participant deferral / active EE | $9,060 | $3,411+165.6% | $5,680+59.5% | $4,125+119.6% |
| Admin fee / account holder | $1,238 | $5,956-79.2% | $13,210-90.6% | $5,651-78.1% |