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 | $25,873 | $211,958-87.8% | $169,463-84.7% | $135,375-80.9% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | 5.22% | 3.26%+2.0pp | 1.83%+3.4pp | 519.73%-514.5pp |
| Employer contribution / active EE | $2,859 | $5,120-44.2% | $4,159-31.3% | $4,779-40.2% |
| Participant deferral / active EE | $2,181 | $6,075-64.1% | $5,277-58.7% | $5,609-61.1% |
| Admin fee / account holder | $2,711 | $11,471-76.4% | $9,109-70.2% | $10,827-75.0% |