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 | $45,787 | $93,571-51.1% | $135,903-66.3% | $75,163-39.1% |
| Participation rate | 95.4% | 75.2%+20.2pp | 81.9%+13.5pp | 67.2%+28.2pp |
| Annual return | 37.21% | 30.90%+6.3pp | 68.23%-31.0pp | 160.62%-123.4pp |
| Employer contribution / active EE | $6,276 | $3,537+77.4% | $4,856+29.2% | $2,670+135.1% |
| Participant deferral / active EE | $9,394 | $6,404+46.7% | $7,758+21.1% | $4,125+127.7% |
| Admin fee / account holder | $2,073 | $6,975-70.3% | $10,762-80.7% | $5,651-63.3% |