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 | $56,372 | $107,452-47.5% | $91,541-38.4% | $142,382-60.4% |
| Participation rate | 95.7% | 75.1%+20.6pp | 69.8%+25.9pp | 80.1%+15.5pp |
| Annual return | 12.30% | 22.06%-9.8pp | 20.50%-8.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,470 | $2,994-17.5% | $2,505-1.4% | $4,299-42.6% |
| Participant deferral / active EE | $4,031 | $4,754-15.2% | $4,008+0.6% | $6,507-38.1% |
| Admin fee / account holder | $17,499 | $8,834+98.1% | $6,956+151.5% | $12,624+38.6% |