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 | $80,586 | $69,977+15.2% | $108,579-25.8% | $62,891+28.1% |
| Participation rate | 80.0% | 72.9%+7.1pp | 79.6%+0.4pp | 69.3%+10.7pp |
| Annual return | 11.11% | 10.73%+0.4pp | -51.70%+62.8pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,287 | $2,135+7.1% | $3,758-39.1% | $2,281+0.3% |
| Participant deferral / active EE | $5,659 | $3,165+78.8% | $4,311+31.3% | $3,203+76.7% |
| Admin fee / account holder | $3,845 | $5,076-24.3% | $7,645-49.7% | $4,296-10.5% |