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 | $71,163 | $215,361-67.0% | $171,082-58.4% | $273,961-74.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 4.95% | 25.14%-20.2pp | 32.56%-27.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $5,753 | $4,967+15.8% | $4,002+43.8% | $4,869+18.2% |
| Participant deferral / active EE | $7,964 | $5,543+43.7% | $4,797+66.0% | $5,287+50.6% |
| Admin fee / account holder | $13,845 | $10,846+27.7% | $8,520+62.5% | $10,132+36.6% |