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 | $51,492 | $109,359-52.9% | $162,163-68.2% | $72,985-29.4% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 24.62% | 25.46%-0.8pp | 115.59%-91.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $4,111 | $3,907+5.2% | $5,614-26.8% | $2,440+68.5% |
| Participant deferral / active EE | $8,379 | $5,481+52.9% | $7,298+14.8% | $3,607+132.3% |
| Admin fee / account holder | $7,862 | $7,972-1.4% | $10,843-27.5% | $5,124+53.4% |