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 | $80,270 | $109,881-26.9% | $150,045-46.5% | $84,808-5.4% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 21.35% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,307 | $3,561-35.2% | $4,693-50.8% | $2,631-12.3% |
| Participant deferral / active EE | $8,644 | $6,636+30.3% | $7,997+8.1% | $4,212+105.2% |
| Admin fee / account holder | $6,496 | $8,568-24.2% | $13,435-51.6% | $7,344-11.5% |