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 | $41,464 | $80,717-48.6% | $154,803-73.2% | $84,808-51.1% |
| Participation rate | 95.8% | 66.8%+29.0pp | 78.1%+17.8pp | 68.3%+27.5pp |
| Annual return | 16.98% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,107 | $2,761-23.7% | $4,305-51.1% | $2,631-19.9% |
| Participant deferral / active EE | $3,146 | $3,303-4.8% | $5,540-43.2% | $4,212-25.3% |
| Admin fee / account holder | $11,301 | $6,746+67.5% | $14,329-21.1% | $7,344+53.9% |