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 | $61,916 | $80,717-23.3% | $154,803-60.0% | $84,808-27.0% |
| Participation rate | 91.3% | 66.8%+24.5pp | 78.1%+13.2pp | 68.3%+23.0pp |
| Annual return | 15.15% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $6,087 | $2,761+120.4% | $4,305+41.4% | $2,631+131.4% |
| Participant deferral / active EE | $12,367 | $3,303+274.4% | $5,540+123.2% | $4,212+193.6% |
| Admin fee / account holder | $745 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |