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 | $22,302 | $39,122-43.0% | $57,179-61.0% | $62,891-64.5% |
| Participation rate | 95.2% | 70.5%+24.7pp | 75.3%+19.9pp | 69.3%+25.9pp |
| Annual return | 10.98% | 9.23%+1.7pp | 14.59%-3.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $4,046 | $1,874+115.9% | $2,682+50.8% | $2,281+77.4% |
| Participant deferral / active EE | $5,142 | $2,374+116.6% | $3,096+66.1% | $3,203+60.5% |
| Admin fee / account holder | $1,223 | $2,592-52.8% | $3,139-61.0% | $4,296-71.5% |