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 | $64,274 | $85,766-25.1% | $136,294-52.8% | $70,131-8.4% |
| Participation rate | 86.2% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 21.04% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,756 | $2,966-7.1% | $4,695-41.3% | $2,342+17.6% |
| Participant deferral / active EE | $11,155 | $5,051+120.8% | $6,247+78.6% | $3,332+234.8% |
| Admin fee / account holder | $7,031 | $5,420+29.7% | $9,243-23.9% | $4,645+51.4% |