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 | $63,413 | $43,327+46.4% | $59,878+5.9% | $64,186-1.2% |
| Participation rate | 90.0% | 69.2%+20.8pp | 74.7%+15.3pp | 69.6%+20.4pp |
| Annual return | 13.23% | -1.55%+14.8pp | 3.46%+9.8pp | 7.63%+5.6pp |
| Employer contribution / active EE | $1,750 | $2,028-13.7% | $2,722-35.7% | $2,381-26.5% |
| Participant deferral / active EE | $3,157 | $2,546+24.0% | $3,402-7.2% | $3,470-9.0% |
| Admin fee / account holder | $24,432 | $3,005+713.0% | $3,590+580.5% | $4,888+399.8% |