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 | $63,877 | $85,766-25.5% | $136,294-53.1% | $70,131-8.9% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 20.34% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,556 | $2,966-13.8% | $4,695-45.6% | $2,342+9.1% |
| Participant deferral / active EE | $5,011 | $5,051-0.8% | $6,247-19.8% | $3,332+50.4% |
| Admin fee / account holder | $9,699 | $5,420+78.9% | $9,243+4.9% | $4,645+108.8% |