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 | $126,427 | $60,892+107.6% | $82,389+53.5% | $84,808+49.1% |
| Participation rate | 70.4% | 63.3%+7.1pp | 69.5%+0.8pp | 68.3%+2.1pp |
| Annual return | 13.23% | 37.29%-24.1pp | 28.67%-15.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,884 | $3,179-40.7% | $4,155-54.6% | $4,212-55.3% |
| Admin fee / account holder | $7,394 | $5,467+35.2% | $7,231+2.3% | $7,344+0.7% |