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 | $22,329 | $55,706-59.9% | $75,886-70.6% | $72,985-69.4% |
| Participation rate | 72.7% | 61.1%+11.6pp | 69.3%+3.4pp | 69.5%+3.2pp |
| Annual return | 36.65% | 27.59%+9.1pp | 30.76%+5.9pp | 81.00%-44.4pp |
| Employer contribution / active EE | $5,451 | $1,687+223.2% | $2,500+118.0% | $2,440+123.4% |
| Participant deferral / active EE | $3,751 | $2,634+42.4% | $3,603+4.1% | $3,607+4.0% |
| Admin fee / account holder | $1,433 | $3,978-64.0% | $5,418-73.6% | $5,124-72.0% |