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 | $51,766 | $148,978-65.3% | $200,582-74.2% | $84,808-39.0% |
| Participation rate | 93.1% | 84.2%+8.9pp | 86.9%+6.2pp | 68.3%+24.8pp |
| Annual return | 21.08% | 28.16%-7.1pp | 42.33%-21.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $5,625 | $4,815+16.8% | $6,419-12.4% | $2,631+113.8% |
| Participant deferral / active EE | $10,512 | $7,142+47.2% | $9,331+12.7% | $4,212+149.6% |
| Admin fee / account holder | $4,180 | $13,977-70.1% | $16,305-74.4% | $7,344-43.1% |