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 | $48,873 | $83,477-41.5% | $125,175-61.0% | $72,985-33.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.10% | 25.78%-2.7pp | 43.79%-20.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,964 | $2,345-16.2% | $3,865-49.2% | $2,440-19.5% |
| Participant deferral / active EE | $1,931 | $3,585-46.1% | $4,937-60.9% | $3,607-46.5% |
| Admin fee / account holder | $2,438 | $5,517-55.8% | $9,702-74.9% | $5,124-52.4% |