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 | $81,833 | $109,881-25.5% | $150,045-45.5% | $84,808-3.5% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 16.36% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,157 | $3,561+44.8% | $4,693+9.9% | $2,631+96.0% |
| Participant deferral / active EE | $12,159 | $6,636+83.2% | $7,997+52.0% | $4,212+188.7% |
| Admin fee / account holder | $14,280 | $8,568+66.7% | $13,435+6.3% | $7,344+94.5% |