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 | $52,453 | $80,717-35.0% | $154,803-66.1% | $84,808-38.2% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 13.42% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,305 | $2,761+19.7% | $4,305-23.2% | $2,631+25.6% |
| Participant deferral / active EE | $3,639 | $3,303+10.2% | $5,540-34.3% | $4,212-13.6% |
| Admin fee / account holder | $3,525 | $6,746-47.7% | $14,329-75.4% | $7,344-52.0% |