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 | $35,278 | $104,251-66.2% | $91,001-61.2% | $147,584-76.1% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | 9.35% | 27.06%-17.7pp | 4.60%+4.8pp | 578.55%-569.2pp |
| Employer contribution / active EE | $9,061 | $3,116+190.8% | $2,456+269.0% | $4,876+85.8% |
| Participant deferral / active EE | $1,675 | $4,195-60.1% | $3,547-52.8% | $5,439-69.2% |
| Admin fee / account holder | $2,976 | $8,948-66.7% | $5,417-45.1% | $10,885-72.7% |