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 9-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 | $45,371 | $95,453-52.5% | $112,040-59.5% | $82,448-45.0% |
| Participation rate | 80.6% | 72.8%+7.9pp | 76.5%+4.2pp | 68.1%+12.6pp |
| Annual return | 17.36% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,140 | $2,318-7.7% | $2,954-27.6% | $2,551-16.1% |
| Participant deferral / active EE | $3,817 | $4,224-9.6% | $5,098-25.1% | $4,139-7.8% |
| Admin fee / account holder | $4,015 | $9,013-55.5% | $12,098-66.8% | $7,234-44.5% |