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 | $88,149 | $88,707-0.6% | $74,183+18.8% | $273,961-67.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 7.41% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $7,736 | $3,159+144.9% | $2,370+226.4% | $4,869+58.9% |
| Participant deferral / active EE | $7,301 | $4,212+73.3% | $3,550+105.7% | $5,287+38.1% |
| Admin fee / account holder | $1,674 | $8,717-80.8% | $5,586-70.0% | $10,132-83.5% |