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 | $75,273 | $109,359-31.2% | $162,163-53.6% | $72,985+3.1% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.6%+0.4pp | 69.5%+18.5pp |
| Annual return | 20.37% | 25.46%-5.1pp | 115.59%-95.2pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,611 | $3,907-33.2% | $5,614-53.5% | $2,440+7.0% |
| Participant deferral / active EE | $5,076 | $5,481-7.4% | $7,298-30.4% | $3,607+40.7% |
| Admin fee / account holder | $22,160 | $7,972+178.0% | $10,843+104.4% | $5,124+332.4% |