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 | $107,686 | $138,562-22.3% | $246,525-56.3% | $116,875-7.9% |
| Participation rate | 93.0% | 72.8%+20.2pp | 82.0%+11.0pp | 74.5%+18.5pp |
| Annual return | 14.64% | 16.14%-1.5pp | 0.46%+14.2pp | 16.29%-1.7pp |
| Employer contribution / active EE | $1,754 | $4,835-63.7% | $7,467-76.5% | $3,288-46.6% |
| Participant deferral / active EE | $7,174 | $4,207+70.5% | $5,422+32.3% | $3,885+84.7% |
| Admin fee / account holder | $25,263 | $18,110+39.5% | $16,551+52.6% | $12,263+106.0% |