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 | $64,657 | $85,766-24.6% | $136,294-52.6% | $70,131-7.8% |
| Participation rate | 98.0% | 74.2%+23.8pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 23.97% | 31.45%-7.5pp | 5155.94%-5132.0pp | 73.14%-49.2pp |
| Employer contribution / active EE | $2,628 | $2,966-11.4% | $4,695-44.0% | $2,342+12.2% |
| Participant deferral / active EE | $3,740 | $5,051-26.0% | $6,247-40.1% | $3,332+12.2% |
| Admin fee / account holder | $7,306 | $5,420+34.8% | $9,243-21.0% | $4,645+57.3% |