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 | $44,256 | $85,766-48.4% | $136,294-67.5% | $70,131-36.9% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 43.28% | 31.45%+11.8pp | 5155.94%-5112.7pp | 73.14%-29.9pp |
| Employer contribution / active EE | $3,067 | $2,966+3.4% | $4,695-34.7% | $2,342+30.9% |
| Participant deferral / active EE | $6,613 | $5,051+30.9% | $6,247+5.9% | $3,332+98.5% |
| Admin fee / account holder | $1,459 | $5,420-73.1% | $9,243-84.2% | $4,645-68.6% |