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 | $76,478 | $85,766-10.8% | $136,294-43.9% | $70,131+9.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 19.06% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $5,601 | $2,966+88.8% | $4,695+19.3% | $2,342+139.1% |
| Participant deferral / active EE | $5,124 | $5,051+1.4% | $6,247-18.0% | $3,332+53.8% |
| Admin fee / account holder | $5,867 | $5,420+8.2% | $9,243-36.5% | $4,645+26.3% |