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 | $46,465 | $85,766-45.8% | $136,294-65.9% | $70,131-33.7% |
| Participation rate | 82.5% | 74.2%+8.3pp | 81.9%+0.5pp | 69.5%+12.9pp |
| Annual return | 17.60% | 31.45%-13.9pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $537 | $2,966-81.9% | $4,695-88.6% | $2,342-77.1% |
| Participant deferral / active EE | $3,355 | $5,051-33.6% | $6,247-46.3% | $3,332+0.7% |
| Admin fee / account holder | $5,197 | $5,420-4.1% | $9,243-43.8% | $4,645+11.9% |