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 | $82,041 | $85,766-4.3% | $136,294-39.8% | $70,131+17.0% |
| Participation rate | 76.3% | 74.2%+2.1pp | 81.9%-5.6pp | 69.5%+6.7pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,617 | $2,966-11.8% | $4,695-44.3% | $2,342+11.7% |
| Participant deferral / active EE | $4,494 | $5,051-11.0% | $6,247-28.1% | $3,332+34.9% |
| Admin fee / account holder | $2,865 | $5,420-47.1% | $9,243-69.0% | $4,645-38.3% |