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 | $18,155 | $46,869-61.3% | $122,332-85.2% | $70,131-74.1% |
| Participation rate | 97.3% | 58.2%+39.1pp | 71.6%+25.7pp | 69.5%+27.8pp |
| Annual return | 22.67% | 24.22%-1.5pp | 30.27%-7.6pp | 73.14%-50.5pp |
| Employer contribution / active EE | $2,694 | $1,288+109.2% | $4,050-33.5% | $2,342+15.0% |
| Participant deferral / active EE | $6,233 | $2,166+187.7% | $3,287+89.6% | $3,332+87.1% |
| Admin fee / account holder | $1,911 | $3,322-42.5% | $5,478-65.1% | $4,645-58.9% |