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 | $46,592 | $85,766-45.7% | $136,294-65.8% | $70,131-33.6% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 20.08% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,647 | $2,966-10.8% | $4,695-43.6% | $2,342+13.0% |
| Participant deferral / active EE | $11,036 | $5,051+118.5% | $6,247+76.7% | $3,332+231.2% |
| Admin fee / account holder | $1,149 | $5,420-78.8% | $9,243-87.6% | $4,645-75.3% |