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 | $25,411 | $64,348-60.5% | $90,160-71.8% | $70,131-63.8% |
| Participation rate | 96.8% | 70.4%+26.3pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 41.02% | 28.13%+12.9pp | 34.88%+6.1pp | 73.14%-32.1pp |
| Employer contribution / active EE | $3,067 | $2,046+50.0% | $3,318-7.6% | $2,342+31.0% |
| Participant deferral / active EE | $5,212 | $4,389+18.8% | $5,288-1.4% | $3,332+56.4% |
| Admin fee / account holder | $2,062 | $3,944-47.7% | $5,943-65.3% | $4,645-55.6% |