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 | $54,207 | $76,552-29.2% | $123,892-56.2% | $62,891-13.8% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 8.22% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,707 | $2,883-40.8% | $4,617-63.0% | $2,281-25.1% |
| Participant deferral / active EE | $5,433 | $4,840+12.3% | $5,984-9.2% | $3,203+69.6% |
| Admin fee / account holder | $7,593 | $4,826+57.3% | $8,357-9.1% | $4,296+76.8% |