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 | $44,149 | $72,492-39.1% | $87,100-49.3% | $72,985-39.5% |
| Participation rate | 73.8% | 72.8%+1.0pp | 76.9%-3.1pp | 69.5%+4.3pp |
| Annual return | 23.18% | 24.46%-1.3pp | 28.19%-5.0pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,518 | $1,894-19.8% | $2,521-39.8% | $2,440-37.8% |
| Participant deferral / active EE | $4,267 | $3,270+30.5% | $4,049+5.4% | $3,607+18.3% |
| Admin fee / account holder | $6,632 | $5,055+31.2% | $7,497-11.5% | $5,124+29.4% |