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 | $67,319 | $77,634-13.3% | $156,549-57.0% | $62,891+7.0% |
| Participation rate | 97.2% | 71.2%+26.0pp | 84.0%+13.2pp | 69.3%+27.9pp |
| Annual return | 5.30% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $4,090 | $3,444+18.8% | $5,501-25.7% | $2,281+79.3% |
| Participant deferral / active EE | $1,556 | $3,045-48.9% | $4,871-68.1% | $3,203-51.4% |
| Admin fee / account holder | $4,946 | $5,561-11.1% | $13,027-62.0% | $4,296+15.1% |