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 | $100,650 | $56,277+78.8% | $80,975+24.3% | $62,891+60.0% |
| Participation rate | 78.3% | 69.0%+9.3pp | 75.8%+2.4pp | 69.3%+9.0pp |
| Annual return | 6.18% | 22.12%-15.9pp | 17.10%-10.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,790 | $4,195-57.3% | $5,696-68.6% | $3,203-44.1% |
| Admin fee / account holder | $7,424 | $3,741+98.5% | $5,516+34.6% | $4,296+72.8% |