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 | $63,248 | $93,571-32.4% | $135,903-53.5% | $75,163-15.9% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.9%+3.5pp | 67.2%+18.2pp |
| Annual return | 20.81% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,325 | $3,537+22.3% | $4,856-10.9% | $2,670+62.0% |
| Participant deferral / active EE | $9,002 | $6,404+40.6% | $7,758+16.0% | $4,125+118.2% |
| Admin fee / account holder | $5,288 | $6,975-24.2% | $10,762-50.9% | $5,651-6.4% |