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 | $73,213 | $58,828+24.5% | $77,999-6.1% | $62,891+16.4% |
| Participation rate | 70.0% | 71.1%-1.1pp | 75.5%-5.5pp | 69.3%+0.7pp |
| Annual return | 7.11% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,008 | $1,672+79.9% | $2,470+21.8% | $2,281+31.9% |
| Participant deferral / active EE | $5,185 | $2,686+93.1% | $3,497+48.3% | $3,203+61.9% |
| Admin fee / account holder | $384 | $4,393-91.3% | $5,480-93.0% | $4,296-91.1% |