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 | $69,417 | $85,766-19.1% | $136,294-49.1% | $70,131-1.0% |
| Participation rate | 95.3% | 74.2%+21.2pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 16.01% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,986 | $2,966-33.0% | $4,695-57.7% | $2,342-15.2% |
| Participant deferral / active EE | $6,403 | $5,051+26.8% | $6,247+2.5% | $3,332+92.2% |
| Admin fee / account holder | $5,044 | $5,420-6.9% | $9,243-45.4% | $4,645+8.6% |