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 | $52,363 | $45,035+16.3% | $62,995-16.9% | $70,131-25.3% |
| Participation rate | 96.8% | 69.5%+27.2pp | 74.8%+22.0pp | 69.5%+27.2pp |
| Annual return | 13.03% | 18.76%-5.7pp | 87.57%-74.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,249 | $2,051+9.6% | $2,759-18.5% | $2,342-4.0% |
| Participant deferral / active EE | $1,741 | $2,465-29.4% | $3,329-47.7% | $3,332-47.7% |
| Admin fee / account holder | $5,266 | $2,834+85.8% | $3,600+46.3% | $4,645+13.4% |