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 | $78,162 | $85,766-8.9% | $136,294-42.7% | $70,131+11.5% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 18.64% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,015 | $2,966-65.8% | $4,695-78.4% | $2,342-56.7% |
| Participant deferral / active EE | $2,436 | $5,051-51.8% | $6,247-61.0% | $3,332-26.9% |
| Admin fee / account holder | $4,105 | $5,420-24.3% | $9,243-55.6% | $4,645-11.6% |