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 | $103,610 | $85,766+20.8% | $136,294-24.0% | $70,131+47.7% |
| Participation rate | 73.2% | 74.2%-0.9pp | 81.9%-8.7pp | 69.5%+3.7pp |
| Annual return | 15.54% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,575 | $2,966-13.2% | $4,695-45.1% | $2,342+9.9% |
| Participant deferral / active EE | $6,335 | $5,051+25.4% | $6,247+1.4% | $3,332+90.1% |
| Admin fee / account holder | $7,510 | $5,420+38.5% | $9,243-18.8% | $4,645+61.7% |