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 | $54,487 | $76,552-28.8% | $123,892-56.0% | $62,891-13.4% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 12.72% | 18.68%-6.0pp | 47.52%-34.8pp | 20.14%-7.4pp |
| Employer contribution / active EE | $3,232 | $2,883+12.1% | $4,617-30.0% | $2,281+41.7% |
| Participant deferral / active EE | $7,581 | $4,840+56.6% | $5,984+26.7% | $3,203+136.7% |
| Admin fee / account holder | $3,484 | $4,826-27.8% | $8,357-58.3% | $4,296-18.9% |