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 | $63,858 | $109,413-41.6% | $156,263-59.1% | $84,808-24.7% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 18.36% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,162 | $2,907+8.8% | $4,333-27.0% | $2,631+20.2% |
| Participant deferral / active EE | $6,102 | $4,590+33.0% | $6,158-0.9% | $4,212+44.9% |
| Admin fee / account holder | $7,073 | $9,357-24.4% | $14,255-50.4% | $7,344-3.7% |