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 | $51,702 | $85,766-39.7% | $136,294-62.1% | $70,131-26.3% |
| Participation rate | 90.6% | 74.2%+16.5pp | 81.9%+8.7pp | 69.5%+21.1pp |
| Annual return | 14.28% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,392 | $2,966-19.3% | $4,695-49.1% | $2,342+2.1% |
| Participant deferral / active EE | $3,974 | $5,051-21.3% | $6,247-36.4% | $3,332+19.3% |
| Admin fee / account holder | $723 | $5,420-86.7% | $9,243-92.2% | $4,645-84.4% |