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 | $66,193 | $85,766-22.8% | $136,294-51.4% | $70,131-5.6% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 17.01% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $6,674 | $2,966+125.0% | $4,695+42.1% | $2,342+184.9% |
| Participant deferral / active EE | $4,250 | $5,051-15.9% | $6,247-32.0% | $3,332+27.6% |
| Admin fee / account holder | $6,901 | $5,420+27.3% | $9,243-25.3% | $4,645+48.6% |