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 | $34,554 | $56,897-39.3% | $84,750-59.2% | $62,891-45.1% |
| Participation rate | 81.0% | 68.5%+12.5pp | 76.6%+4.4pp | 69.3%+11.7pp |
| Annual return | 12.03% | 6.30%+5.7pp | 22.78%-10.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $2,240 | $2,400-6.7% | $3,574-37.3% | $2,281-1.8% |
| Participant deferral / active EE | $3,889 | $2,709+43.5% | $3,712+4.8% | $3,203+21.4% |
| Admin fee / account holder | $5,413 | $3,581+51.2% | $5,332+1.5% | $4,296+26.0% |