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 | $33,160 | $58,828-43.6% | $77,999-57.5% | $62,891-47.3% |
| Participation rate | 94.9% | 71.1%+23.8pp | 75.5%+19.3pp | 69.3%+25.6pp |
| Annual return | 7.11% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,985 | $1,672+18.7% | $2,470-19.7% | $2,281-13.0% |
| Participant deferral / active EE | $3,405 | $2,686+26.8% | $3,497-2.6% | $3,203+6.3% |
| Admin fee / account holder | $3,756 | $4,393-14.5% | $5,480-31.5% | $4,296-12.6% |