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 | $61,826 | $54,726+13.0% | $68,793-10.1% | $64,186-3.7% |
| Participation rate | 96.2% | 68.0%+28.1pp | 72.2%+23.9pp | 69.6%+26.6pp |
| Annual return | 9.56% | -1.62%+11.2pp | -4.63%+14.2pp | 7.63%+1.9pp |
| Employer contribution / active EE | $1,125 | $1,846-39.0% | $2,625-57.1% | $2,381-52.7% |
| Participant deferral / active EE | $4,156 | $2,626+58.3% | $3,311+25.5% | $3,470+19.8% |
| Admin fee / account holder | $1,817 | $4,027-54.9% | $5,131-64.6% | $4,888-62.8% |