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 | $64,515 | $85,766-24.8% | $136,294-52.7% | $70,131-8.0% |
| Participation rate | 86.7% | 74.2%+12.5pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 21.50% | 31.45%-10.0pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $3,633 | $2,966+22.5% | $4,695-22.6% | $2,342+55.1% |
| Participant deferral / active EE | $12,146 | $5,051+140.4% | $6,247+94.4% | $3,332+264.6% |
| Admin fee / account holder | $3,157 | $5,420-41.8% | $9,243-65.9% | $4,645-32.0% |