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 | $126,544 | $139,421-9.2% | $239,577-47.2% | $116,462+8.7% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.1%+7.6pp | 74.7%+15.0pp |
| Annual return | 14.37% | 15.58%-1.2pp | -0.70%+15.1pp | 15.65%-1.3pp |
| Employer contribution / active EE | $6,213 | $4,487+38.5% | $7,232-14.1% | $3,231+92.3% |
| Participant deferral / active EE | $3,464 | $4,296-19.4% | $5,676-39.0% | $3,836-9.7% |
| Admin fee / account holder | $14,510 | $21,515-32.6% | $19,315-24.9% | $12,754+13.8% |