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 | $32,494 | $44,960-27.7% | $84,966-61.8% | $74,495-56.4% |
| Participation rate | 88.2% | 49.4%+38.8pp | 67.5%+20.7pp | 67.2%+21.0pp |
| Annual return | 18.05% | 26.24%-8.2pp | 66.38%-48.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,469 | $1,457+0.8% | $2,727-46.1% | $2,623-44.0% |
| Participant deferral / active EE | $4,408 | $2,731+61.4% | $4,519-2.5% | $4,346+1.4% |
| Admin fee / account holder | $3,774 | $2,209+70.8% | $6,149-38.6% | $1,942+94.3% |