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 | $49,064 | $85,766-42.8% | $136,294-64.0% | $70,131-30.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 21.86% | 31.45%-9.6pp | 5155.94%-5134.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $3,371 | $2,966+13.7% | $4,695-28.2% | $2,342+43.9% |
| Participant deferral / active EE | $7,203 | $5,051+42.6% | $6,247+15.3% | $3,332+116.2% |
| Admin fee / account holder | $2,098 | $5,420-61.3% | $9,243-77.3% | $4,645-54.8% |