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 | $60,064 | $85,766-30.0% | $136,294-55.9% | $70,131-14.4% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 24.87% | 31.45%-6.6pp | 5155.94%-5131.1pp | 73.14%-48.3pp |
| Employer contribution / active EE | $2,115 | $2,966-28.7% | $4,695-54.9% | $2,342-9.7% |
| Participant deferral / active EE | $4,692 | $5,051-7.1% | $6,247-24.9% | $3,332+40.8% |
| Admin fee / account holder | $1,267 | $5,420-76.6% | $9,243-86.3% | $4,645-72.7% |