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 | $62,347 | $101,724-38.7% | $164,813-62.2% | $80,856-22.9% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.6%+17.0pp |
| Annual return | 11.30% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,205 | $2,953+8.5% | $4,341-26.2% | $2,755+16.3% |
| Participant deferral / active EE | $2,063 | $4,477-53.9% | $6,031-65.8% | $4,296-52.0% |
| Admin fee / account holder | $627 | $8,227-92.4% | $12,690-95.1% | $6,918-90.9% |