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 | $77,241 | $85,766-9.9% | $136,294-43.3% | $70,131+10.1% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 22.82% | 31.45%-8.6pp | 5155.94%-5133.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $2,826 | $2,966-4.7% | $4,695-39.8% | $2,342+20.6% |
| Participant deferral / active EE | $7,883 | $5,051+56.1% | $6,247+26.2% | $3,332+136.6% |
| Admin fee / account holder | $16,875 | $5,420+211.3% | $9,243+82.6% | $4,645+263.3% |