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 | $93,061 | $43,327+114.8% | $59,878+55.4% | $64,186+45.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 74.7%+22.2pp | 69.6%+27.3pp |
| Annual return | 11.12% | -1.55%+12.7pp | 3.46%+7.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,504 | $2,546+351.9% | $3,402+238.2% | $3,470+231.6% |
| Admin fee / account holder | $4,319 | $3,005+43.7% | $3,590+20.3% | $4,888-11.6% |