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 | $20,698 | $69,518-70.2% | $59,878-65.4% | $135,375-84.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | 11.62% | 7.94%+3.7pp | 3.46%+8.2pp | 519.73%-508.1pp |
| Employer contribution / active EE | $1,468 | $3,235-54.6% | $2,722-46.1% | $4,779-69.3% |
| Participant deferral / active EE | $6,726 | $4,206+59.9% | $3,402+97.7% | $5,609+19.9% |
| Admin fee / account holder | $14,301 | $5,734+149.4% | $3,590+298.3% | $10,827+32.1% |