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 | $77,155 | $109,881-29.8% | $150,045-48.6% | $84,808-9.0% |
| Participation rate | 83.1% | 76.1%+7.0pp | 82.3%+0.8pp | 68.3%+14.8pp |
| Annual return | 19.54% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,159 | $3,561-11.3% | $4,693-32.7% | $2,631+20.1% |
| Participant deferral / active EE | $11,274 | $6,636+69.9% | $7,997+41.0% | $4,212+167.7% |
| Admin fee / account holder | $1,563 | $8,568-81.8% | $13,435-88.4% | $7,344-78.7% |