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 | $53,972 | $51,576+4.6% | $129,207-58.2% | $80,856-33.2% |
| Participation rate | 97.4% | 57.0%+40.4pp | 69.6%+27.8pp | 67.6%+29.7pp |
| Annual return | 12.03% | 20.81%-8.8pp | 9417.33%-9405.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,796 | $1,584+139.7% | $4,153-8.6% | $2,755+37.8% |
| Participant deferral / active EE | $3,752 | $2,669+40.6% | $4,168-10.0% | $4,296-12.7% |
| Admin fee / account holder | $4,633 | $4,305+7.6% | $7,715-39.9% | $6,918-33.0% |