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 | $61,544 | $43,327+42.0% | $59,878+2.8% | $64,186-4.1% |
| Participation rate | 94.4% | 69.2%+25.2pp | 74.7%+19.7pp | 69.6%+24.8pp |
| Annual return | 7.32% | -1.55%+8.9pp | 3.46%+3.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $2,996 | $2,028+47.7% | $2,722+10.1% | $2,381+25.8% |
| Participant deferral / active EE | $3,342 | $2,546+31.3% | $3,402-1.8% | $3,470-3.7% |
| Admin fee / account holder | $9,446 | $3,005+214.3% | $3,590+163.1% | $4,888+93.3% |