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 | $37,732 | $48,076-21.5% | $78,689-52.0% | $62,891-40.0% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 6.10% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,159 | $2,015+56.8% | $2,851+10.8% | $2,281+38.5% |
| Participant deferral / active EE | $7,284 | $2,588+181.5% | $3,517+107.1% | $3,203+127.4% |
| Admin fee / account holder | $13,622 | $3,207+324.7% | $4,510+202.0% | $4,296+217.1% |