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 | $45,206 | $76,552-40.9% | $123,892-63.5% | $62,891-28.1% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 9.24% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,532 | $2,883+22.5% | $4,617-23.5% | $2,281+54.9% |
| Participant deferral / active EE | $5,086 | $4,840+5.1% | $5,984-15.0% | $3,203+58.8% |
| Admin fee / account holder | $4,830 | $4,826+0.1% | $8,357-42.2% | $4,296+12.4% |