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 | $40,215 | $86,286-53.4% | $111,297-63.9% | $85,850-53.2% |
| Participation rate | 74.1% | 73.3%+0.8pp | 77.3%-3.2pp | 69.3%+4.8pp |
| Annual return | 24.71% | 19.99%+4.7pp | 54.65%-29.9pp | 318.53%-293.8pp |
| Employer contribution / active EE | $2,124 | $2,043+4.0% | $2,731-22.2% | $2,565-17.2% |
| Participant deferral / active EE | $4,052 | $3,641+11.3% | $4,487-9.7% | $3,952+2.5% |
| Admin fee / account holder | $3,312 | $8,188-59.6% | $7,964-58.4% | $6,260-47.1% |