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 | $55,576 | $85,766-35.2% | $136,294-59.2% | $70,131-20.8% |
| Participation rate | 94.8% | 74.2%+20.7pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 18.43% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,194 | $2,966-26.0% | $4,695-53.3% | $2,342-6.3% |
| Participant deferral / active EE | $4,862 | $5,051-3.8% | $6,247-22.2% | $3,332+45.9% |
| Admin fee / account holder | $1,220 | $5,420-77.5% | $9,243-86.8% | $4,645-73.7% |