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 | $65,424 | $78,422-16.6% | $95,952-31.8% | $79,858-18.1% |
| Participation rate | 93.9% | 73.5%+20.4pp | 77.1%+16.8pp | 69.6%+24.2pp |
| Annual return | 14.56% | 19.37%-4.8pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,190 | $1,945-38.8% | $2,541-53.2% | $2,471-51.8% |
| Participant deferral / active EE | $3,235 | $3,440-5.9% | $4,167-22.4% | $3,740-13.5% |
| Admin fee / account holder | $2,494 | $5,622-55.6% | $6,795-63.3% | $5,306-53.0% |