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 | $56,160 | $51,576+8.9% | $129,207-56.5% | $80,856-30.5% |
| Participation rate | 93.8% | 57.0%+36.8pp | 69.6%+24.1pp | 67.6%+26.1pp |
| Annual return | 12.11% | 20.81%-8.7pp | 9417.33%-9405.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,535 | $1,584+60.1% | $4,153-39.0% | $2,755-8.0% |
| Participant deferral / active EE | $4,312 | $2,669+61.6% | $4,168+3.5% | $4,296+0.4% |
| Admin fee / account holder | $6,526 | $4,305+51.6% | $7,715-15.4% | $6,918-5.7% |