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 | $47,695 | $85,766-44.4% | $136,294-65.0% | $70,131-32.0% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 20.73% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $4,518 | $2,966+52.3% | $4,695-3.8% | $2,342+92.9% |
| Participant deferral / active EE | $8,490 | $5,051+68.1% | $6,247+35.9% | $3,332+154.8% |
| Admin fee / account holder | $3,455 | $5,420-36.3% | $9,243-62.6% | $4,645-25.6% |