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 | $101,716 | $52,903+92.3% | $73,307+38.8% | $59,632+70.6% |
| Participation rate | 77.2% | 68.2%+9.0pp | 74.9%+2.3pp | 68.7%+8.5pp |
| Annual return | 1.54% | 12.20%-10.7pp | 5.67%-4.1pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $1,463 | $1,909-23.4% | $3,237-54.8% | $2,203-33.6% |
| Participant deferral / active EE | $6,492 | $4,069+59.5% | $4,991+30.1% | $3,192+103.4% |
| Admin fee / account holder | $626 | $3,834-83.7% | $5,637-88.9% | $4,297-85.4% |