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 | $36,746 | $99,341-63.0% | $84,750-56.6% | $273,961-86.6% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 5.38% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,052 | $4,214-51.3% | $3,574-42.6% | $4,869-57.8% |
| Participant deferral / active EE | $4,682 | $4,269+9.7% | $3,712+26.1% | $5,287-11.5% |
| Admin fee / account holder | $6,258 | $6,644-5.8% | $5,332+17.4% | $10,132-38.2% |