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 | $21,630 | $63,346-65.9% | $92,233-76.5% | $70,131-69.2% |
| Participation rate | 81.6% | 68.7%+12.9pp | 76.5%+5.1pp | 69.5%+12.0pp |
| Annual return | 19.25% | 530.12%-510.9pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,371 | $2,471-4.0% | $3,679-35.6% | $2,342+1.2% |
| Participant deferral / active EE | $3,548 | $2,854+24.3% | $3,897-8.9% | $3,332+6.5% |
| Admin fee / account holder | $3,907 | $3,840+1.7% | $5,194-24.8% | $4,645-15.9% |