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 | $63,481 | $101,724-37.6% | $164,813-61.5% | $80,856-21.5% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 23.10% | 16.72%+6.4pp | 69.93%-46.8pp | 35.59%-12.5pp |
| Employer contribution / active EE | $4,055 | $2,953+37.3% | $4,341-6.6% | $2,755+47.2% |
| Participant deferral / active EE | $4,381 | $4,477-2.2% | $6,031-27.4% | $4,296+2.0% |
| Admin fee / account holder | $2,063 | $8,227-74.9% | $12,690-83.7% | $6,918-70.2% |