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 | $30,721 | $85,766-64.2% | $136,294-77.5% | $70,131-56.2% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 21.55% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,582 | $2,966-13.0% | $4,695-45.0% | $2,342+10.2% |
| Participant deferral / active EE | $3,158 | $5,051-37.5% | $6,247-49.5% | $3,332-5.2% |
| Admin fee / account holder | $463 | $5,420-91.5% | $9,243-95.0% | $4,645-90.0% |