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 | $28,605 | $88,583-67.7% | $88,497-67.7% | $273,961-89.6% |
| Participation rate | 94.1% | 83.5%+10.6pp | 82.4%+11.7pp | 83.0%+11.1pp |
| Annual return | 7.10% | 5.68%+1.4pp | 7.63%-0.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,712 | $4,502-39.8% | $4,036-32.8% | $4,869-44.3% |
| Participant deferral / active EE | $6,013 | $4,891+22.9% | $4,899+22.7% | $5,287+13.7% |
| Admin fee / account holder | $6,959 | $8,980-22.5% | $6,220+11.9% | $10,132-31.3% |