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 | $30,133 | $39,534-23.8% | $46,225-34.8% | $62,891-52.1% |
| Participation rate | 80.8% | 74.6%+6.3pp | 79.5%+1.3pp | 69.3%+11.5pp |
| Annual return | 13.59% | 8.93%+4.7pp | 7.57%+6.0pp | 20.14%-6.5pp |
| Employer contribution / active EE | $3,208 | $2,646+21.2% | $3,424-6.3% | $2,281+40.6% |
| Participant deferral / active EE | $7,381 | $2,681+175.3% | $3,776+95.5% | $3,203+130.5% |
| Admin fee / account holder | $1,606 | $2,464-34.8% | $3,519-54.4% | $4,296-62.6% |