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 | $110,922 | $76,552+44.9% | $123,892-10.5% | $62,891+76.4% |
| Participation rate | 70.0% | 73.0%-3.0pp | 81.4%-11.4pp | 69.3%+0.7pp |
| Annual return | 6.64% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,551 | $4,840+35.4% | $5,984+9.5% | $3,203+104.5% |
| Admin fee / account holder | $2,563 | $4,826-46.9% | $8,357-69.3% | $4,296-40.3% |