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 | $33,586 | $85,766-60.8% | $136,294-75.4% | $70,131-52.1% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 16.78% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,700 | $2,966-9.0% | $4,695-42.5% | $2,342+15.3% |
| Participant deferral / active EE | $4,224 | $5,051-16.4% | $6,247-32.4% | $3,332+26.8% |
| Admin fee / account holder | $4,260 | $5,420-21.4% | $9,243-53.9% | $4,645-8.3% |