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 | $32,709 | $48,076-32.0% | $78,689-58.4% | $62,891-48.0% |
| Participation rate | 85.7% | 65.2%+20.5pp | 73.6%+12.2pp | 69.3%+16.4pp |
| Annual return | 6.10% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,165 | $2,015+7.5% | $2,851-24.0% | $2,281-5.1% |
| Participant deferral / active EE | $8,289 | $2,588+220.3% | $3,517+135.7% | $3,203+158.8% |
| Admin fee / account holder | $24,399 | $3,207+660.7% | $4,510+441.0% | $4,296+468.0% |