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 6-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 | $45,548 | $109,413-58.4% | $156,263-70.9% | $84,808-46.3% |
| Participation rate | 80.6% | 72.7%+8.0pp | 78.9%+1.7pp | 68.3%+12.3pp |
| Annual return | 15.53% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,513 | $2,907-47.9% | $4,333-65.1% | $2,631-42.5% |
| Participant deferral / active EE | $2,872 | $4,590-37.4% | $6,158-53.4% | $4,212-31.8% |
| Admin fee / account holder | $12,582 | $9,357+34.5% | $14,255-11.7% | $7,344+71.3% |