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 | $54,002 | $76,552-29.5% | $123,892-56.4% | $62,891-14.1% |
| Participation rate | 84.0% | 73.0%+11.0pp | 81.4%+2.6pp | 69.3%+14.7pp |
| Annual return | 27.74% | 18.68%+9.1pp | 47.52%-19.8pp | 20.14%+7.6pp |
| Employer contribution / active EE | $3,994 | $2,883+38.6% | $4,617-13.5% | $2,281+75.1% |
| Participant deferral / active EE | $7,863 | $4,840+62.5% | $5,984+31.4% | $3,203+145.5% |
| Admin fee / account holder | $5,389 | $4,826+11.7% | $8,357-35.5% | $4,296+25.5% |