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 | $31,604 | $79,944-60.5% | $98,439-67.9% | $75,163-58.0% |
| Participation rate | 88.5% | 70.4%+18.1pp | 75.2%+13.3pp | 67.2%+21.3pp |
| Annual return | 26.55% | 19.75%+6.8pp | 21.16%+5.4pp | 160.62%-134.1pp |
| Employer contribution / active EE | $2,111 | $2,264-6.8% | $3,048-30.7% | $2,670-20.9% |
| Participant deferral / active EE | $4,338 | $3,752+15.6% | $4,738-8.4% | $4,125+5.2% |
| Admin fee / account holder | $5,011 | $6,840-26.7% | $8,948-44.0% | $5,651-11.3% |