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 | $40,277 | $62,586-35.6% | $76,768-47.5% | $64,186-37.2% |
| Participation rate | 94.9% | 72.8%+22.1pp | 77.0%+17.9pp | 69.6%+25.3pp |
| Annual return | 5.75% | -1.95%+7.7pp | 2.43%+3.3pp | 7.63%-1.9pp |
| Employer contribution / active EE | $4,798 | $1,832+161.9% | $2,485+93.1% | $2,381+101.5% |
| Participant deferral / active EE | $3,965 | $3,145+26.1% | $3,852+3.0% | $3,470+14.3% |
| Admin fee / account holder | $3,778 | $4,667-19.0% | $6,675-43.4% | $4,888-22.7% |