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 | $50,577 | $58,828-14.0% | $77,999-35.2% | $62,891-19.6% |
| Participation rate | 77.0% | 71.1%+6.0pp | 75.5%+1.5pp | 69.3%+7.7pp |
| Annual return | 8.35% | 17.16%-8.8pp | 425.96%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,734 | $1,672+3.7% | $2,470-29.8% | $2,281-24.0% |
| Participant deferral / active EE | $4,117 | $2,686+53.3% | $3,497+17.7% | $3,203+28.5% |
| Admin fee / account holder | $3,453 | $4,393-21.4% | $5,480-37.0% | $4,296-19.6% |