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 | $34,921 | $78,422-55.5% | $95,952-63.6% | $79,858-56.3% |
| Participation rate | 84.4% | 73.5%+11.0pp | 77.1%+7.4pp | 69.6%+14.8pp |
| Annual return | 16.36% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,716 | $1,945-11.8% | $2,541-32.5% | $2,471-30.6% |
| Participant deferral / active EE | $4,423 | $3,440+28.6% | $4,167+6.1% | $3,740+18.3% |
| Admin fee / account holder | $847 | $5,622-84.9% | $6,795-87.5% | $5,306-84.0% |