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 | $35,211 | $58,577-39.9% | $83,333-57.7% | $64,186-45.1% |
| Participation rate | 88.2% | 72.0%+16.2pp | 77.8%+10.5pp | 69.6%+18.7pp |
| Annual return | 11.85% | 9.65%+2.2pp | 10.63%+1.2pp | 7.63%+4.2pp |
| Employer contribution / active EE | $3,567 | $2,098+70.0% | $3,379+5.6% | $2,381+49.8% |
| Participant deferral / active EE | $6,862 | $4,654+47.4% | $5,565+23.3% | $3,470+97.8% |
| Admin fee / account holder | $4,544 | $9,275-51.0% | $7,510-39.5% | $4,888-7.0% |