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 | $45,104 | $78,422-42.5% | $95,952-53.0% | $79,858-43.5% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 13.97% | 19.37%-5.4pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,911 | $1,945-1.8% | $2,541-24.8% | $2,471-22.7% |
| Participant deferral / active EE | $3,613 | $3,440+5.0% | $4,167-13.3% | $3,740-3.4% |
| Admin fee / account holder | $1,323 | $5,622-76.5% | $6,795-80.5% | $5,306-75.1% |