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 7-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 | $52,122 | $94,031-44.6% | $115,768-55.0% | $82,448-36.8% |
| Participation rate | 74.2% | 70.4%+3.8pp | 74.4%-0.2pp | 68.1%+6.1pp |
| Annual return | 13.39% | 20.61%-7.2pp | 100.46%-87.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,590 | $2,323+11.5% | $2,940-11.9% | $2,551+1.5% |
| Participant deferral / active EE | $4,328 | $3,972+9.0% | $4,917-12.0% | $4,139+4.6% |
| Admin fee / account holder | $3,249 | $10,249-68.3% | $12,439-73.9% | $7,234-55.1% |