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 | $46,964 | $57,828-18.8% | $117,039-59.9% | $70,131-33.0% |
| Participation rate | 92.6% | 67.1%+25.5pp | 77.2%+15.4pp | 69.5%+23.1pp |
| Annual return | 30.91% | 17.55%+13.4pp | 18.95%+12.0pp | 73.14%-42.2pp |
| Employer contribution / active EE | $2,812 | $1,816+54.8% | $3,785-25.7% | $2,342+20.0% |
| Participant deferral / active EE | $4,340 | $2,438+78.1% | $3,929+10.5% | $3,332+30.3% |
| Admin fee / account holder | $2,425 | $3,548-31.7% | $5,974-59.4% | $4,645-47.8% |