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 7-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 | $65,584 | $71,057-7.7% | $93,654-30.0% | $80,874-18.9% |
| Participation rate | 73.1% | 60.4%+12.7pp | 68.7%+4.4pp | 67.6%+5.4pp |
| Annual return | 10.80% | 11.26%-0.5pp | 133.34%-122.5pp | 35.62%-24.8pp |
| Employer contribution / active EE | $2,653 | $1,564+69.6% | $2,421+9.6% | $2,756-3.7% |
| Participant deferral / active EE | $4,116 | $4,034+2.0% | $4,413-6.7% | $4,297-4.2% |
| Admin fee / account holder | $4,413 | $6,944-36.5% | $8,282-46.7% | $6,935-36.4% |