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 | $44,623 | $80,968-44.9% | $96,544-53.8% | $75,163-40.6% |
| Participation rate | 92.6% | 71.8%+20.8pp | 76.0%+16.6pp | 67.2%+25.4pp |
| Annual return | 16.12% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,960 | $2,282+29.7% | $2,965-0.2% | $2,670+10.9% |
| Participant deferral / active EE | $4,817 | $3,928+22.6% | $4,851-0.7% | $4,125+16.8% |
| Admin fee / account holder | $2,115 | $6,724-68.6% | $8,252-74.4% | $5,651-62.6% |