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 | $27,100 | $73,933-63.3% | $96,683-72.0% | $75,163-63.9% |
| Participation rate | 91.9% | 66.4%+25.5pp | 74.3%+17.6pp | 67.2%+24.7pp |
| Annual return | 18.74% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,676 | $2,928-8.6% | $3,737-28.4% | $2,670+0.2% |
| Participant deferral / active EE | $5,636 | $3,659+54.0% | $4,878+15.5% | $4,125+36.6% |
| Admin fee / account holder | $2,486 | $5,216-52.3% | $6,730-63.1% | $5,651-56.0% |