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 | $62,212 | $96,956-35.8% | $70,014-11.1% | $273,961-77.3% |
| Participation rate | 95.0% | 77.1%+17.9pp | 71.8%+23.2pp | 83.0%+12.0pp |
| Annual return | 5.49% | 12.93%-7.4pp | 12.99%-7.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,901 | $3,316-42.7% | $2,338-18.7% | $4,869-61.0% |
| Participant deferral / active EE | $2,972 | $3,744-20.6% | $2,931+1.4% | $5,287-43.8% |
| Admin fee / account holder | $1,140 | $7,934-85.6% | $4,380-74.0% | $10,132-88.8% |