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 | $68,895 | $85,766-19.7% | $136,294-49.5% | $70,131-1.8% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 23.98% | 31.45%-7.5pp | 5155.94%-5132.0pp | 73.14%-49.2pp |
| Employer contribution / active EE | $6,806 | $2,966+129.5% | $4,695+44.9% | $2,342+190.5% |
| Participant deferral / active EE | $6,230 | $5,051+23.3% | $6,247-0.3% | $3,332+87.0% |
| Admin fee / account holder | $399 | $5,420-92.6% | $9,243-95.7% | $4,645-91.4% |