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 8-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 | $74,690 | $109,413-31.7% | $156,263-52.2% | $84,808-11.9% |
| Participation rate | 78.0% | 72.7%+5.3pp | 78.9%-0.9pp | 68.3%+9.7pp |
| Annual return | 22.42% | 20.18%+2.2pp | 59.47%-37.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $6,550 | $2,907+125.3% | $4,333+51.2% | $2,631+148.9% |
| Participant deferral / active EE | $7,173 | $4,590+56.3% | $6,158+16.5% | $4,212+70.3% |
| Admin fee / account holder | $3,772 | $9,357-59.7% | $14,255-73.5% | $7,344-48.6% |