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 | $56,570 | $70,475-19.7% | $100,516-43.7% | $79,858-29.2% |
| Participation rate | 92.6% | 73.7%+18.9pp | 79.4%+13.2pp | 69.6%+23.0pp |
| Annual return | 23.13% | 21.90%+1.2pp | 30.89%-7.8pp | 31.71%-8.6pp |
| Employer contribution / active EE | $5,395 | $2,165+149.2% | $3,418+57.9% | $2,471+118.4% |
| Participant deferral / active EE | $10,781 | $5,181+108.1% | $6,270+71.9% | $3,740+188.3% |
| Admin fee / account holder | $2,709 | $4,478-39.5% | $8,081-66.5% | $5,306-48.9% |