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 | $36,817 | $85,766-57.1% | $136,294-73.0% | $70,131-47.5% |
| Participation rate | 86.1% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 19.65% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $3,607 | $2,966+21.6% | $4,695-23.2% | $2,342+54.0% |
| Participant deferral / active EE | $7,052 | $5,051+39.6% | $6,247+12.9% | $3,332+111.7% |
| Admin fee / account holder | $3,051 | $5,420-43.7% | $9,243-67.0% | $4,645-34.3% |