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 | $63,878 | $78,422-18.5% | $95,952-33.4% | $79,858-20.0% |
| Participation rate | 95.9% | 73.5%+22.4pp | 77.1%+18.8pp | 69.6%+26.3pp |
| Annual return | 22.15% | 19.37%+2.8pp | 91.61%-69.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $858 | $1,945-55.9% | $2,541-66.2% | $2,471-65.3% |
| Participant deferral / active EE | $7,452 | $3,440+116.6% | $4,167+78.8% | $3,740+99.3% |
| Admin fee / account holder | $5,660 | $5,622+0.7% | $6,795-16.7% | $5,306+6.7% |