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 | $95,038 | $85,766+10.8% | $136,294-30.3% | $70,131+35.5% |
| Participation rate | 81.0% | 74.2%+6.9pp | 81.9%-0.9pp | 69.5%+11.5pp |
| Annual return | 15.17% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,509 | $2,966-15.4% | $4,695-46.6% | $2,342+7.1% |
| Participant deferral / active EE | $4,314 | $5,051-14.6% | $6,247-30.9% | $3,332+29.5% |
| Admin fee / account holder | $3,143 | $5,420-42.0% | $9,243-66.0% | $4,645-32.4% |