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 | $76,557 | $94,529-19.0% | $140,016-45.3% | $64,186+19.3% |
| Participation rate | 93.8% | 84.1%+9.7pp | 87.5%+6.3pp | 69.6%+24.3pp |
| Annual return | 10.36% | 7.77%+2.6pp | 651.12%-640.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $1,811 | $3,812-52.5% | $5,606-67.7% | $2,381-23.9% |
| Participant deferral / active EE | $5,217 | $5,250-0.6% | $6,927-24.7% | $3,470+50.4% |
| Admin fee / account holder | $3,375 | $6,741-49.9% | $10,705-68.5% | $4,888-30.9% |