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 | $45,083 | $76,552-41.1% | $123,892-63.6% | $62,891-28.3% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.0pp | 69.3%+19.2pp |
| Annual return | 7.57% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,331 | $2,883+15.6% | $4,617-27.8% | $2,281+46.1% |
| Participant deferral / active EE | $6,539 | $4,840+35.1% | $5,984+9.3% | $3,203+104.2% |
| Admin fee / account holder | $1,176 | $4,826-75.6% | $8,357-85.9% | $4,296-72.6% |