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 | $40,445 | $106,515-62.0% | $96,683-58.2% | $139,434-71.0% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 11.67% | 38.43%-26.8pp | 35.69%-24.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $3,778 | $4,103-7.9% | $3,737+1.1% | $4,751-20.5% |
| Participant deferral / active EE | $8,746 | $5,454+60.4% | $4,878+79.3% | $6,710+30.3% |
| Admin fee / account holder | $58,561 | $7,877+643.5% | $6,730+770.2% | $11,403+413.6% |