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 | $39,201 | $72,492-45.9% | $87,100-55.0% | $72,985-46.3% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.9%+10.3pp | 69.5%+17.7pp |
| Annual return | 31.49% | 24.46%+7.0pp | 28.19%+3.3pp | 81.00%-49.5pp |
| Employer contribution / active EE | $1,443 | $1,894-23.8% | $2,521-42.8% | $2,440-40.8% |
| Participant deferral / active EE | $2,428 | $3,270-25.7% | $4,049-40.0% | $3,607-32.7% |
| Admin fee / account holder | $1,469 | $5,055-70.9% | $7,497-80.4% | $5,124-71.3% |