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 | $38,345 | $39,122-2.0% | $57,179-32.9% | $62,891-39.0% |
| Participation rate | 80.0% | 70.5%+9.5pp | 75.3%+4.7pp | 69.3%+10.7pp |
| Annual return | 7.72% | 9.23%-1.5pp | 14.59%-6.9pp | 20.14%-12.4pp |
| Employer contribution / active EE | $5,698 | $1,874+204.1% | $2,682+112.4% | $2,281+149.8% |
| Participant deferral / active EE | $7,512 | $2,374+216.5% | $3,096+142.6% | $3,203+134.5% |
| Admin fee / account holder | $13,782 | $2,592+431.7% | $3,139+339.1% | $4,296+220.8% |