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 | $46,553 | $67,606-31.1% | $82,313-43.4% | $70,131-33.6% |
| Participation rate | 86.7% | 72.8%+14.0pp | 76.9%+9.9pp | 69.5%+17.2pp |
| Annual return | 24.44% | 21.57%+2.9pp | 25.88%-1.4pp | 73.14%-48.7pp |
| Employer contribution / active EE | $832 | $1,755-52.6% | $2,428-65.8% | $2,342-64.5% |
| Participant deferral / active EE | $3,275 | $2,987+9.7% | $3,706-11.6% | $3,332-1.7% |
| Admin fee / account holder | $5,731 | $4,512+27.0% | $5,608+2.2% | $4,645+23.4% |