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 | $71,141 | $109,359-34.9% | $162,163-56.1% | $72,985-2.5% |
| Participation rate | 89.3% | 84.3%+5.0pp | 87.6%+1.7pp | 69.5%+19.8pp |
| Annual return | 24.98% | 25.46%-0.5pp | 115.59%-90.6pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,174 | $3,907-44.3% | $5,614-61.3% | $2,440-10.9% |
| Participant deferral / active EE | $5,016 | $5,481-8.5% | $7,298-31.3% | $3,607+39.1% |
| Admin fee / account holder | $1,416 | $7,972-82.2% | $10,843-86.9% | $5,124-72.4% |