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 | $58,705 | $85,766-31.6% | $136,294-56.9% | $70,131-16.3% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 15.03% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,160 | $2,966-60.9% | $4,695-75.3% | $2,342-50.5% |
| Participant deferral / active EE | $4,178 | $5,051-17.3% | $6,247-33.1% | $3,332+25.4% |
| Admin fee / account holder | $814 | $5,420-85.0% | $9,243-91.2% | $4,645-82.5% |