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 | $78,281 | $108,825-28.1% | $156,181-49.9% | $82,448-5.1% |
| Participation rate | 94.6% | 72.4%+22.2pp | 78.8%+15.8pp | 68.1%+26.5pp |
| Annual return | 13.79% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,967 | $2,870+3.4% | $4,294-30.9% | $2,551+16.3% |
| Participant deferral / active EE | $4,543 | $4,577-0.7% | $6,132-25.9% | $4,139+9.8% |
| Admin fee / account holder | $1,604 | $9,341-82.8% | $14,586-89.0% | $7,234-77.8% |