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 | $66,632 | $85,766-22.3% | $136,294-51.1% | $70,131-5.0% |
| Participation rate | 76.9% | 74.2%+2.8pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 20.22% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,540 | $2,966-48.1% | $4,695-67.2% | $2,342-34.3% |
| Participant deferral / active EE | $6,427 | $5,051+27.2% | $6,247+2.9% | $3,332+92.9% |
| Admin fee / account holder | $2,734 | $5,420-49.6% | $9,243-70.4% | $4,645-41.1% |