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 | $26,479 | $85,766-69.1% | $136,294-80.6% | $70,131-62.2% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 15.50% | 31.45%-16.0pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,781 | $2,966-6.3% | $4,695-40.8% | $2,342+18.7% |
| Participant deferral / active EE | $5,418 | $5,051+7.3% | $6,247-13.3% | $3,332+62.6% |
| Admin fee / account holder | $1,967 | $5,420-63.7% | $9,243-78.7% | $4,645-57.7% |