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 | $79,652 | $72,388+10.0% | $111,392-28.5% | $64,186+24.1% |
| Participation rate | 88.2% | 70.5%+17.7pp | 78.9%+9.4pp | 69.6%+18.7pp |
| Annual return | 11.35% | -1.50%+12.9pp | -2.06%+13.4pp | 7.63%+3.7pp |
| Employer contribution / active EE | $1,981 | $3,000-34.0% | $4,328-54.2% | $2,381-16.8% |
| Participant deferral / active EE | $3,548 | $4,241-16.4% | $5,567-36.3% | $3,470+2.3% |
| Admin fee / account holder | $1,356 | $5,719-76.3% | $12,266-88.9% | $4,888-72.3% |