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 | $75,925 | $76,552-0.8% | $123,892-38.7% | $62,891+20.7% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | 5.95% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $5,494 | $2,883+90.6% | $4,617+19.0% | $2,281+140.9% |
| Participant deferral / active EE | $6,558 | $4,840+35.5% | $5,984+9.6% | $3,203+104.7% |
| Admin fee / account holder | $8,457 | $4,826+75.2% | $8,357+1.2% | $4,296+96.9% |