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 | $53,638 | $85,766-37.5% | $136,294-60.6% | $70,131-23.5% |
| Participation rate | 84.5% | 74.2%+10.3pp | 81.9%+2.6pp | 69.5%+14.9pp |
| Annual return | 15.07% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,960 | $2,966-0.2% | $4,695-37.0% | $2,342+26.4% |
| Participant deferral / active EE | $2,984 | $5,051-40.9% | $6,247-52.2% | $3,332-10.4% |
| Admin fee / account holder | $4,291 | $5,420-20.8% | $9,243-53.6% | $4,645-7.6% |