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 | $87,332 | $85,766+1.8% | $136,294-35.9% | $70,131+24.5% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 17.19% | 31.45%-14.3pp | 5155.94%-5138.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,251 | $2,966-57.8% | $4,695-73.3% | $2,342-46.6% |
| Participant deferral / active EE | $3,216 | $5,051-36.3% | $6,247-48.5% | $3,332-3.5% |
| Admin fee / account holder | $9,061 | $5,420+67.2% | $9,243-2.0% | $4,645+95.1% |