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 | $25,884 | $70,428-63.2% | $96,562-73.2% | $85,850-69.9% |
| Participation rate | 94.9% | 61.8%+33.1pp | 69.8%+25.1pp | 69.3%+25.6pp |
| Annual return | 14.13% | 18.59%-4.5pp | 37.78%-23.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,944 | $1,413+37.6% | $2,356-17.5% | $2,565-24.2% |
| Participant deferral / active EE | $5,775 | $2,894+99.6% | $3,849+50.0% | $3,952+46.1% |
| Admin fee / account holder | $5,390 | $4,997+7.9% | $6,181-12.8% | $6,260-13.9% |