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 | $33,330 | $83,477-60.1% | $125,175-73.4% | $72,985-54.3% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.5%+22.5pp |
| Annual return | 26.11% | 25.78%+0.3pp | 43.79%-17.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,707 | $2,345+15.4% | $3,865-30.0% | $2,440+10.9% |
| Participant deferral / active EE | $4,101 | $3,585+14.4% | $4,937-16.9% | $3,607+13.7% |
| Admin fee / account holder | $1,577 | $5,517-71.4% | $9,702-83.7% | $5,124-69.2% |