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 | $69,740 | $85,766-18.7% | $136,294-48.8% | $70,131-0.6% |
| Participation rate | 86.1% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 20.59% | 31.45%-10.9pp | 5155.94%-5135.3pp | 73.14%-52.6pp |
| Employer contribution / active EE | $3,112 | $2,966+4.9% | $4,695-33.7% | $2,342+32.9% |
| Participant deferral / active EE | $5,761 | $5,051+14.0% | $6,247-7.8% | $3,332+72.9% |
| Admin fee / account holder | $6,766 | $5,420+24.8% | $9,243-26.8% | $4,645+45.7% |