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 | $71,641 | $85,766-16.5% | $136,294-47.4% | $70,131+2.2% |
| Participation rate | 72.4% | 74.2%-1.7pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 22.03% | 31.45%-9.4pp | 5155.94%-5133.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $5,818 | $2,966+96.2% | $4,695+23.9% | $2,342+148.4% |
| Participant deferral / active EE | $6,190 | $5,051+22.5% | $6,247-0.9% | $3,332+85.8% |
| Admin fee / account holder | $4,474 | $5,420-17.5% | $9,243-51.6% | $4,645-3.7% |