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 | $98,150 | $85,766+14.4% | $136,294-28.0% | $70,131+40.0% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 14.51% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,906 | $2,966-35.8% | $4,695-59.4% | $2,342-18.6% |
| Participant deferral / active EE | $5,443 | $5,051+7.8% | $6,247-12.9% | $3,332+63.4% |
| Admin fee / account holder | $4,150 | $5,420-23.4% | $9,243-55.1% | $4,645-10.7% |