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 | $96,381 | $131,893-26.9% | $303,047-68.2% | $116,875-17.5% |
| Participation rate | 94.4% | 79.5%+14.9pp | 87.1%+7.3pp | 74.5%+19.8pp |
| Annual return | 18.80% | 15.41%+3.4pp | 2.47%+16.3pp | 16.29%+2.5pp |
| Employer contribution / active EE | $3,521 | $3,467+1.6% | $7,418-52.5% | $3,288+7.1% |
| Participant deferral / active EE | $2,750 | $4,183-34.2% | $5,070-45.7% | $3,885-29.2% |
| Admin fee / account holder | $6,966 | $14,721-52.7% | $39,333-82.3% | $12,263-43.2% |