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 | $143,954 | $96,557+49.1% | $80,975+77.8% | $273,961-47.5% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 3.92% | 15.14%-11.2pp | 17.10%-13.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $5,850 | $4,868+20.2% | $3,714+57.5% | $4,869+20.1% |
| Participant deferral / active EE | $9,715 | $6,598+47.2% | $5,696+70.5% | $5,287+83.7% |
| Admin fee / account holder | $2,055 | $7,492-72.6% | $5,516-62.7% | $10,132-79.7% |