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 | $67,598 | $85,766-21.2% | $136,294-50.4% | $70,131-3.6% |
| Participation rate | 82.3% | 74.2%+8.1pp | 81.9%+0.3pp | 69.5%+12.7pp |
| Annual return | 17.27% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,676 | $2,966-43.5% | $4,695-64.3% | $2,342-28.4% |
| Participant deferral / active EE | $3,380 | $5,051-33.1% | $6,247-45.9% | $3,332+1.5% |
| Admin fee / account holder | $3,589 | $5,420-33.8% | $9,243-61.2% | $4,645-22.7% |