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 | $78,348 | $109,881-28.7% | $150,045-47.8% | $84,808-7.6% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 16.78% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,904 | $3,561-18.5% | $4,693-38.1% | $2,631+10.4% |
| Participant deferral / active EE | $5,849 | $6,636-11.9% | $7,997-26.9% | $4,212+38.9% |
| Admin fee / account holder | $18,333 | $8,568+114.0% | $13,435+36.5% | $7,344+149.6% |