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 | $43,269 | $211,958-79.6% | $169,463-74.5% | $135,375-68.0% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | 5.73% | 3.26%+2.5pp | 1.83%+3.9pp | 519.73%-514.0pp |
| Employer contribution / active EE | $3,687 | $5,120-28.0% | $4,159-11.4% | $4,779-22.9% |
| Participant deferral / active EE | $6,028 | $6,075-0.8% | $5,277+14.2% | $5,609+7.5% |
| Admin fee / account holder | $1,184 | $11,471-89.7% | $9,109-87.0% | $10,827-89.1% |