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 | $68,611 | $85,766-20.0% | $136,294-49.7% | $70,131-2.2% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 20.31% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,207 | $2,966-25.6% | $4,695-53.0% | $2,342-5.8% |
| Participant deferral / active EE | $6,184 | $5,051+22.4% | $6,247-1.0% | $3,332+85.6% |
| Admin fee / account holder | $2,970 | $5,420-45.2% | $9,243-67.9% | $4,645-36.1% |