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 | $109,382 | $74,927+46.0% | $101,794+7.5% | $84,808+29.0% |
| Participation rate | 84.6% | 61.4%+23.2pp | 69.2%+15.4pp | 68.3%+16.3pp |
| Annual return | 13.53% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,298 | $3,099+103.2% | $4,084+54.2% | $4,212+49.5% |
| Admin fee / account holder | $10,196 | $6,514+56.5% | $8,777+16.2% | $7,344+38.8% |