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 3-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 | $63,776 | $39,122+63.0% | $57,179+11.5% | $62,891+1.4% |
| Participation rate | 80.9% | 70.5%+10.3pp | 75.3%+5.5pp | 69.3%+11.5pp |
| Annual return | 1.17% | 9.23%-8.1pp | 14.59%-13.4pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,180 | $2,374+34.0% | $3,096+2.7% | $3,203-0.7% |
| Admin fee / account holder | $3,537 | $2,592+36.5% | $3,139+12.7% | $4,296-17.7% |