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 | $38,050 | $85,766-55.6% | $136,294-72.1% | $70,131-45.7% |
| Participation rate | 81.0% | 74.2%+6.9pp | 81.9%-0.9pp | 69.5%+11.5pp |
| Annual return | 14.84% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,122 | $2,966-62.2% | $4,695-76.1% | $2,342-52.1% |
| Participant deferral / active EE | $3,170 | $5,051-37.3% | $6,247-49.3% | $3,332-4.9% |
| Admin fee / account holder | $4,472 | $5,420-17.5% | $9,243-51.6% | $4,645-3.7% |