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 | $40,899 | $85,766-52.3% | $136,294-70.0% | $70,131-41.7% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 16.46% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,308 | $2,966+11.5% | $4,695-29.5% | $2,342+41.2% |
| Participant deferral / active EE | $6,512 | $5,051+28.9% | $6,247+4.2% | $3,332+95.5% |
| Admin fee / account holder | $12,245 | $5,420+125.9% | $9,243+32.5% | $4,645+163.6% |