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 | $78,897 | $85,766-8.0% | $136,294-42.1% | $70,131+12.5% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 18.34% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $947 | $2,966-68.1% | $4,695-79.8% | $2,342-59.6% |
| Participant deferral / active EE | $8,049 | $5,051+59.3% | $6,247+28.8% | $3,332+141.6% |
| Admin fee / account holder | $1,469 | $5,420-72.9% | $9,243-84.1% | $4,645-68.4% |