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 | $66,842 | $109,881-39.2% | $150,045-55.5% | $84,808-21.2% |
| Participation rate | 82.1% | 76.1%+6.1pp | 82.3%-0.2pp | 68.3%+13.8pp |
| Annual return | 16.20% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,604 | $3,561+29.3% | $4,693-1.9% | $2,631+75.0% |
| Participant deferral / active EE | $9,958 | $6,636+50.1% | $7,997+24.5% | $4,212+136.4% |
| Admin fee / account holder | $6,695 | $8,568-21.9% | $13,435-50.2% | $7,344-8.8% |