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 | $45,644 | $80,968-43.6% | $96,544-52.7% | $75,163-39.3% |
| Participation rate | 95.1% | 71.8%+23.3pp | 76.0%+19.1pp | 67.2%+27.9pp |
| Annual return | 17.52% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,726 | $2,282-24.4% | $2,965-41.8% | $2,670-35.4% |
| Participant deferral / active EE | $7,466 | $3,928+90.1% | $4,851+53.9% | $4,125+81.0% |
| Admin fee / account holder | $1,924 | $6,724-71.4% | $8,252-76.7% | $5,651-66.0% |