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 | $38,676 | $73,981-47.7% | $105,722-63.4% | $62,891-38.5% |
| Participation rate | 91.7% | 71.7%+20.0pp | 78.9%+12.8pp | 69.3%+22.4pp |
| Annual return | 8.53% | 17.60%-9.1pp | 12.25%-3.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,969 | $2,856+3.9% | $4,079-27.2% | $2,281+30.2% |
| Participant deferral / active EE | $4,620 | $4,038+14.4% | $5,326-13.2% | $3,203+44.2% |
| Admin fee / account holder | $5,079 | $5,976-15.0% | $8,308-38.9% | $4,296+18.2% |