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 | $39,671 | $73,933-46.3% | $96,683-59.0% | $75,163-47.2% |
| Participation rate | 76.2% | 66.4%+9.8pp | 74.3%+1.8pp | 67.2%+9.0pp |
| Annual return | 15.56% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,921 | $2,928-34.4% | $3,737-48.6% | $2,670-28.1% |
| Participant deferral / active EE | $3,555 | $3,659-2.8% | $4,878-27.1% | $4,125-13.8% |
| Admin fee / account holder | $1,586 | $5,216-69.6% | $6,730-76.4% | $5,651-71.9% |