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 | $51,110 | $85,766-40.4% | $136,294-62.5% | $70,131-27.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 18.30% | 31.45%-13.2pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,763 | $2,966-6.8% | $4,695-41.2% | $2,342+18.0% |
| Participant deferral / active EE | $6,093 | $5,051+20.6% | $6,247-2.5% | $3,332+82.9% |
| Admin fee / account holder | $886 | $5,420-83.6% | $9,243-90.4% | $4,645-80.9% |