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 | $38,844 | $109,881-64.6% | $150,045-74.1% | $84,808-54.2% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 32.85% | 28.25%+4.6pp | 62.55%-29.7pp | 40.90%-8.0pp |
| Employer contribution / active EE | $3,850 | $3,561+8.1% | $4,693-18.0% | $2,631+46.3% |
| Participant deferral / active EE | $6,491 | $6,636-2.2% | $7,997-18.8% | $4,212+54.1% |
| Admin fee / account holder | $13,388 | $8,568+56.3% | $13,435-0.3% | $7,344+82.3% |