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 | $46,846 | $64,348-27.2% | $90,160-48.0% | $70,131-33.2% |
| Participation rate | 78.9% | 70.4%+8.4pp | 76.9%+2.0pp | 69.5%+9.3pp |
| Annual return | 15.36% | 28.13%-12.8pp | 34.88%-19.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,894 | $2,046-7.4% | $3,318-42.9% | $2,342-19.2% |
| Participant deferral / active EE | $3,057 | $4,389-30.3% | $5,288-42.2% | $3,332-8.2% |
| Admin fee / account holder | $4,668 | $3,944+18.4% | $5,943-21.5% | $4,645+0.5% |