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 | $87,864 | $85,766+2.4% | $136,294-35.5% | $70,131+25.3% |
| Participation rate | 87.6% | 74.2%+13.5pp | 81.9%+5.7pp | 69.5%+18.1pp |
| Annual return | 17.85% | 31.45%-13.6pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,510 | $2,966-49.1% | $4,695-67.8% | $2,342-35.5% |
| Participant deferral / active EE | $6,771 | $5,051+34.0% | $6,247+8.4% | $3,332+103.2% |
| Admin fee / account holder | $1,793 | $5,420-66.9% | $9,243-80.6% | $4,645-61.4% |