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 | $64,053 | $85,766-25.3% | $136,294-53.0% | $70,131-8.7% |
| Participation rate | 72.2% | 74.2%-1.9pp | 81.9%-9.7pp | 69.5%+2.7pp |
| Annual return | 23.59% | 31.45%-7.9pp | 5155.94%-5132.3pp | 73.14%-49.5pp |
| Employer contribution / active EE | $1,101 | $2,966-62.9% | $4,695-76.6% | $2,342-53.0% |
| Participant deferral / active EE | $3,935 | $5,051-22.1% | $6,247-37.0% | $3,332+18.1% |
| Admin fee / account holder | $25,956 | $5,420+378.8% | $9,243+180.8% | $4,645+458.7% |