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 | $39,570 | $56,897-30.5% | $84,750-53.3% | $62,891-37.1% |
| Participation rate | 86.7% | 68.5%+18.1pp | 76.6%+10.1pp | 69.3%+17.4pp |
| Annual return | 4.66% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $7,361 | $2,400+206.8% | $3,574+106.0% | $2,281+222.7% |
| Participant deferral / active EE | $3,629 | $2,709+34.0% | $3,712-2.2% | $3,203+13.3% |
| Admin fee / account holder | $845 | $3,581-76.4% | $5,332-84.1% | $4,296-80.3% |