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 | $56,651 | $85,766-33.9% | $136,294-58.4% | $70,131-19.2% |
| Participation rate | 75.8% | 74.2%+1.6pp | 81.9%-6.2pp | 69.5%+6.2pp |
| Annual return | 22.15% | 31.45%-9.3pp | 5155.94%-5133.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,571 | $2,966-47.0% | $4,695-66.5% | $2,342-32.9% |
| Participant deferral / active EE | $3,672 | $5,051-27.3% | $6,247-41.2% | $3,332+10.2% |
| Admin fee / account holder | $10,338 | $5,420+90.7% | $9,243+11.8% | $4,645+122.5% |