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 | $57,288 | $85,766-33.2% | $136,294-58.0% | $70,131-18.3% |
| Participation rate | 85.4% | 74.2%+11.2pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 17.56% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,314 | $2,966-55.7% | $4,695-72.0% | $2,342-43.9% |
| Participant deferral / active EE | $4,396 | $5,051-13.0% | $6,247-29.6% | $3,332+31.9% |
| Admin fee / account holder | $2,736 | $5,420-49.5% | $9,243-70.4% | $4,645-41.1% |