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 | $39,704 | $59,097-32.8% | $82,389-51.8% | $74,304-46.6% |
| Participation rate | 71.4% | 52.8%+18.7pp | 69.5%+1.9pp | 60.3%+11.1pp |
| Annual return | 18.05% | 22.85%-4.8pp | 28.67%-10.6pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,694 | $1,601+68.3% | $2,517+7.0% | $2,241+20.2% |
| Participant deferral / active EE | $6,184 | $2,775+122.8% | $4,155+48.8% | $3,767+64.1% |
| Admin fee / account holder | $1,701 | $4,489-62.1% | $7,231-76.5% | $2,969-42.7% |