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 | $32,986 | $54,762-39.8% | $90,281-63.5% | $72,985-54.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.75% | 30.63%-9.9pp | 78.10%-57.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $7,332 | $2,092+250.4% | $2,854+156.9% | $2,440+200.5% |
| Participant deferral / active EE | $3,008 | $2,887+4.2% | $3,885-22.6% | $3,607-16.6% |
| Admin fee / account holder | $6,155 | $3,972+55.0% | $5,351+15.0% | $5,124+20.1% |