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 | $41,355 | $78,422-47.3% | $95,952-56.9% | $79,858-48.2% |
| Participation rate | 79.1% | 73.5%+5.6pp | 77.1%+2.0pp | 69.6%+9.4pp |
| Annual return | 11.61% | 19.37%-7.8pp | 91.61%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,813 | $1,945-6.8% | $2,541-28.6% | $2,471-26.6% |
| Participant deferral / active EE | $4,325 | $3,440+25.7% | $4,167+3.8% | $3,740+15.6% |
| Admin fee / account holder | $2,151 | $5,622-61.7% | $6,795-68.3% | $5,306-59.5% |