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 | $44,115 | $39,122+12.8% | $57,179-22.8% | $62,891-29.9% |
| Participation rate | 98.6% | 70.5%+28.1pp | 75.3%+23.2pp | 69.3%+29.3pp |
| Annual return | 8.58% | 9.23%-0.7pp | 14.59%-6.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,222 | $1,874+18.6% | $2,682-17.1% | $2,281-2.6% |
| Participant deferral / active EE | $4,230 | $2,374+78.2% | $3,096+36.6% | $3,203+32.1% |
| Admin fee / account holder | $3,959 | $2,592+52.8% | $3,139+26.1% | $4,296-7.8% |