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 | $106,590 | $57,065+86.8% | $75,670+40.9% | $70,131+52.0% |
| Participation rate | 84.0% | 68.1%+15.9pp | 72.3%+11.7pp | 69.5%+14.5pp |
| Annual return | 17.58% | 23.57%-6.0pp | 27.34%-9.8pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,709 | $2,580+160.0% | $3,142+113.5% | $3,332+101.4% |
| Admin fee / account holder | $7,707 | $3,825+101.5% | $5,800+32.9% | $4,645+65.9% |