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 | $72,336 | $73,981-2.2% | $105,722-31.6% | $62,891+15.0% |
| Participation rate | 93.0% | 71.7%+21.3pp | 78.9%+14.1pp | 69.3%+23.7pp |
| Annual return | 12.81% | 17.60%-4.8pp | 12.25%+0.6pp | 20.14%-7.3pp |
| Employer contribution / active EE | $6,752 | $2,856+136.4% | $4,079+65.5% | $2,281+196.0% |
| Participant deferral / active EE | $8,454 | $4,038+109.3% | $5,326+58.7% | $3,203+163.9% |
| Admin fee / account holder | $3,938 | $5,976-34.1% | $8,308-52.6% | $4,296-8.3% |