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 | $66,422 | $85,766-22.6% | $136,294-51.3% | $70,131-5.3% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 18.42% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $926 | $2,966-68.8% | $4,695-80.3% | $2,342-60.5% |
| Participant deferral / active EE | $3,020 | $5,051-40.2% | $6,247-51.7% | $3,332-9.4% |
| Admin fee / account holder | $1,666 | $5,420-69.3% | $9,243-82.0% | $4,645-64.1% |