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 | $39,359 | $80,717-51.2% | $154,803-74.6% | $84,808-53.6% |
| Participation rate | 86.8% | 66.8%+20.0pp | 78.1%+8.8pp | 68.3%+18.5pp |
| Annual return | 22.26% | 37.96%-15.7pp | 58.88%-36.6pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,806 | $2,761-34.6% | $4,305-58.0% | $2,631-31.3% |
| Participant deferral / active EE | $5,598 | $3,303+69.5% | $5,540+1.0% | $4,212+32.9% |
| Admin fee / account holder | $2,237 | $6,746-66.8% | $14,329-84.4% | $7,344-69.5% |