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 9-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 | $46,335 | $83,477-44.5% | $125,175-63.0% | $72,985-36.5% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 21.99% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,441 | $2,345-38.6% | $3,865-62.7% | $2,440-41.0% |
| Participant deferral / active EE | $2,787 | $3,585-22.3% | $4,937-43.5% | $3,607-22.7% |
| Admin fee / account holder | $5,487 | $5,517-0.5% | $9,702-43.4% | $5,124+7.1% |