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 | $40,153 | $109,881-63.5% | $150,045-73.2% | $84,808-52.7% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 30.11% | 28.25%+1.9pp | 62.55%-32.4pp | 40.90%-10.8pp |
| Employer contribution / active EE | $3,274 | $3,561-8.1% | $4,693-30.2% | $2,631+24.4% |
| Participant deferral / active EE | $7,287 | $6,636+9.8% | $7,997-8.9% | $4,212+73.0% |
| Admin fee / account holder | $2,478 | $8,568-71.1% | $13,435-81.6% | $7,344-66.3% |