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 | $60,103 | $85,766-29.9% | $136,294-55.9% | $70,131-14.3% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 20.86% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $2,530 | $2,966-14.7% | $4,695-46.1% | $2,342+8.0% |
| Participant deferral / active EE | $6,483 | $5,051+28.3% | $6,247+3.8% | $3,332+94.6% |
| Admin fee / account holder | $1,055 | $5,420-80.5% | $9,243-88.6% | $4,645-77.3% |