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 | $77,230 | $89,355-13.6% | $141,162-45.3% | $72,985+5.8% |
| Participation rate | 86.8% | 75.1%+11.7pp | 82.5%+4.4pp | 69.5%+17.4pp |
| Annual return | 23.13% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,962 | $3,114+27.2% | $4,735-16.3% | $2,440+62.4% |
| Participant deferral / active EE | $7,147 | $5,418+31.9% | $6,709+6.5% | $3,607+98.1% |
| Admin fee / account holder | $8,609 | $5,958+44.5% | $10,261-16.1% | $5,124+68.0% |