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 | $45,702 | $61,605-25.8% | $112,229-59.3% | $75,163-39.2% |
| Participation rate | 72.7% | 61.7%+11.0pp | 72.4%+0.3pp | 67.2%+5.5pp |
| Annual return | 15.54% | 28.47%-12.9pp | 30.20%-14.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,112 | $2,015-44.8% | $3,430-67.6% | $2,670-58.4% |
| Participant deferral / active EE | $2,533 | $3,108-18.5% | $4,798-47.2% | $4,125-38.6% |
| Admin fee / account holder | $2,271 | $4,862-53.3% | $7,748-70.7% | $5,651-59.8% |