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 | $48,818 | $67,606-27.8% | $82,313-40.7% | $70,131-30.4% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.9%+6.8pp | 69.5%+14.2pp |
| Annual return | 26.03% | 21.57%+4.5pp | 25.88%+0.1pp | 73.14%-47.1pp |
| Employer contribution / active EE | $1,844 | $1,755+5.1% | $2,428-24.1% | $2,342-21.3% |
| Participant deferral / active EE | $1,751 | $2,987-41.4% | $3,706-52.8% | $3,332-47.5% |
| Admin fee / account holder | $2,764 | $4,512-38.7% | $5,608-50.7% | $4,645-40.5% |