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 | $45,367 | $86,286-47.4% | $111,297-59.2% | $85,850-47.2% |
| Participation rate | 79.7% | 73.3%+6.3pp | 77.3%+2.4pp | 69.3%+10.3pp |
| Annual return | 14.35% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,755 | $2,043-14.1% | $2,731-35.7% | $2,565-31.6% |
| Participant deferral / active EE | $3,723 | $3,641+2.3% | $4,487-17.0% | $3,952-5.8% |
| Admin fee / account holder | $2,254 | $8,188-72.5% | $7,964-71.7% | $6,260-64.0% |