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 3-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 | $40,686 | $95,453-57.4% | $112,040-63.7% | $82,448-50.7% |
| Participation rate | 91.2% | 72.8%+18.5pp | 76.5%+14.7pp | 68.1%+23.2pp |
| Annual return | 17.70% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,236 | $2,318-3.5% | $2,954-24.3% | $2,551-12.3% |
| Participant deferral / active EE | $3,776 | $4,224-10.6% | $5,098-25.9% | $4,139-8.8% |
| Admin fee / account holder | $2,315 | $9,013-74.3% | $12,098-80.9% | $7,234-68.0% |