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 | $54,201 | $76,367-29.0% | $93,606-42.1% | $72,985-25.7% |
| Participation rate | 92.7% | 71.7%+21.0pp | 75.8%+16.9pp | 69.5%+23.2pp |
| Annual return | 24.71% | 25.82%-1.1pp | 32.76%-8.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $6,487 | $2,275+185.1% | $2,718+138.7% | $2,440+165.9% |
| Participant deferral / active EE | $9,059 | $3,538+156.1% | $4,069+122.7% | $3,607+151.1% |
| Admin fee / account holder | $1,569 | $6,838-77.1% | $7,888-80.1% | $5,124-69.4% |