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 | $64,200 | $83,477-23.1% | $125,175-48.7% | $72,985-12.0% |
| Participation rate | 80.2% | 73.3%+6.9pp | 79.8%+0.5pp | 69.5%+10.7pp |
| Annual return | 25.32% | 25.78%-0.5pp | 43.79%-18.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,215 | $2,345-48.2% | $3,865-68.6% | $2,440-50.2% |
| Participant deferral / active EE | $5,389 | $3,585+50.3% | $4,937+9.2% | $3,607+49.4% |
| Admin fee / account holder | $8,800 | $5,517+59.5% | $9,702-9.3% | $5,124+71.7% |