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 | $68,761 | $85,766-19.8% | $136,294-49.5% | $70,131-2.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 22.50% | 31.45%-9.0pp | 5155.94%-5133.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $2,825 | $2,966-4.7% | $4,695-39.8% | $2,342+20.6% |
| Participant deferral / active EE | $5,420 | $5,051+7.3% | $6,247-13.2% | $3,332+62.7% |
| Admin fee / account holder | $792 | $5,420-85.4% | $9,243-91.4% | $4,645-82.9% |