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 | $47,039 | $67,411-30.2% | $91,001-48.3% | $70,131-32.9% |
| Participation rate | 77.8% | 71.4%+6.4pp | 75.6%+2.2pp | 69.5%+8.2pp |
| Annual return | 20.61% | -40.16%+60.8pp | 4.60%+16.0pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,994 | $1,786+11.6% | $2,456-18.8% | $2,342-14.9% |
| Participant deferral / active EE | $4,358 | $2,823+54.4% | $3,547+22.9% | $3,332+30.8% |
| Admin fee / account holder | $4,044 | $4,236-4.5% | $5,417-25.3% | $4,645-12.9% |