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 | $63,808 | $85,766-25.6% | $136,294-53.2% | $70,131-9.0% |
| Participation rate | 81.4% | 74.2%+7.2pp | 81.9%-0.5pp | 69.5%+11.9pp |
| Annual return | 15.63% | 31.45%-15.8pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,261 | $2,966+10.0% | $4,695-30.5% | $2,342+39.2% |
| Participant deferral / active EE | $6,175 | $5,051+22.2% | $6,247-1.2% | $3,332+85.3% |
| Admin fee / account holder | $997 | $5,420-81.6% | $9,243-89.2% | $4,645-78.5% |