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 | $44,545 | $109,881-59.5% | $150,045-70.3% | $84,808-47.5% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 21.56% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $905 | $3,561-74.6% | $4,693-80.7% | $2,631-65.6% |
| Participant deferral / active EE | $7,717 | $6,636+16.3% | $7,997-3.5% | $4,212+83.2% |
| Admin fee / account holder | $1,742 | $8,568-79.7% | $13,435-87.0% | $7,344-76.3% |