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 | $52,623 | $109,881-52.1% | $150,045-64.9% | $84,808-38.0% |
| Participation rate | 84.2% | 76.1%+8.1pp | 82.3%+1.9pp | 68.3%+15.9pp |
| Annual return | 19.20% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,633 | $3,561+2.0% | $4,693-22.6% | $2,631+38.1% |
| Participant deferral / active EE | $9,275 | $6,636+39.8% | $7,997+16.0% | $4,212+120.2% |
| Admin fee / account holder | $7,160 | $8,568-16.4% | $13,435-46.7% | $7,344-2.5% |