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 | $47,614 | $85,766-44.5% | $136,294-65.1% | $70,131-32.1% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 18.81% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,438 | $2,966-51.5% | $4,695-69.4% | $2,342-38.6% |
| Participant deferral / active EE | $2,366 | $5,051-53.2% | $6,247-62.1% | $3,332-29.0% |
| Admin fee / account holder | $402 | $5,420-92.6% | $9,243-95.6% | $4,645-91.3% |