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 | $75,575 | $85,766-11.9% | $136,294-44.5% | $70,131+7.8% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 18.56% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $3,523 | $2,966+18.8% | $4,695-25.0% | $2,342+50.4% |
| Participant deferral / active EE | $7,817 | $5,051+54.7% | $6,247+25.1% | $3,332+134.6% |
| Admin fee / account holder | $3,843 | $5,420-29.1% | $9,243-58.4% | $4,645-17.3% |