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 | $45,859 | $60,349-24.0% | $74,183-38.2% | $62,891-27.1% |
| Participation rate | 80.3% | 72.7%+7.6pp | 76.6%+3.7pp | 69.3%+11.0pp |
| Annual return | 9.45% | 21.37%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,928 | $1,680+14.7% | $2,370-18.7% | $2,281-15.5% |
| Participant deferral / active EE | $4,607 | $2,856+61.3% | $3,550+29.8% | $3,203+43.8% |
| Admin fee / account holder | $2,318 | $4,261-45.6% | $5,586-58.5% | $4,296-46.0% |