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 | $45,186 | $85,766-47.3% | $136,294-66.8% | $70,131-35.6% |
| Participation rate | 76.2% | 74.2%+2.0pp | 81.9%-5.7pp | 69.5%+6.6pp |
| Annual return | 22.28% | 31.45%-9.2pp | 5155.94%-5133.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,611 | $2,966-12.0% | $4,695-44.4% | $2,342+11.5% |
| Participant deferral / active EE | $6,202 | $5,051+22.8% | $6,247-0.7% | $3,332+86.2% |
| Admin fee / account holder | $4,624 | $5,420-14.7% | $9,243-50.0% | $4,645-0.5% |