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 | $72,613 | $96,557-24.8% | $80,975-10.3% | $273,961-73.5% |
| Participation rate | 87.0% | 79.1%+7.9pp | 75.8%+11.1pp | 83.0%+3.9pp |
| Annual return | 9.32% | 15.14%-5.8pp | 17.10%-7.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $10,834 | $4,868+122.6% | $3,714+191.7% | $4,869+122.5% |
| Participant deferral / active EE | $7,723 | $6,598+17.1% | $5,696+35.6% | $5,287+46.1% |
| Admin fee / account holder | $3,472 | $7,492-53.7% | $5,516-37.0% | $10,132-65.7% |