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 | $55,050 | $59,839-8.0% | $81,983-32.9% | $79,858-31.1% |
| Participation rate | 78.1% | 61.6%+16.5pp | 69.2%+8.9pp | 69.6%+8.5pp |
| Annual return | 15.59% | 17.56%-2.0pp | 41.31%-25.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,159 | $1,713+84.4% | $2,498+26.5% | $2,471+27.9% |
| Participant deferral / active EE | $3,275 | $2,695+21.5% | $3,722-12.0% | $3,740-12.4% |
| Admin fee / account holder | $532 | $4,287-87.6% | $5,664-90.6% | $5,306-90.0% |