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 5-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 | $33,222 | $80,673-58.8% | $101,326-67.2% | $84,808-60.8% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 17.87% | 38.95%-21.1pp | 36.82%-18.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,494 | $2,698+29.5% | $3,665-4.7% | $2,631+32.8% |
| Participant deferral / active EE | $7,644 | $6,840+11.8% | $7,994-4.4% | $4,212+81.5% |
| Admin fee / account holder | $10,598 | $12,784-17.1% | $11,185-5.2% | $7,344+44.3% |