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 | $52,353 | $80,717-35.1% | $154,803-66.2% | $84,808-38.3% |
| Participation rate | 86.0% | 66.8%+19.2pp | 78.1%+8.0pp | 68.3%+17.7pp |
| Annual return | 13.33% | 37.96%-24.6pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,070 | $2,761+11.2% | $4,305-28.7% | $2,631+16.7% |
| Participant deferral / active EE | $8,231 | $3,303+149.2% | $5,540+48.6% | $4,212+95.4% |
| Admin fee / account holder | $21,051 | $6,746+212.1% | $14,329+46.9% | $7,344+186.7% |