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 | $69,790 | $58,828+18.6% | $77,999-10.5% | $62,891+11.0% |
| Participation rate | 78.9% | 71.1%+7.9pp | 75.5%+3.4pp | 69.3%+9.6pp |
| Annual return | 6.90% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,641 | $1,672+117.8% | $2,470+47.4% | $2,281+59.6% |
| Participant deferral / active EE | $4,748 | $2,686+76.8% | $3,497+35.8% | $3,203+48.2% |
| Admin fee / account holder | $3,071 | $4,393-30.1% | $5,480-44.0% | $4,296-28.5% |