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 | $43,994 | $87,841-49.9% | $133,980-67.2% | $62,891-30.0% |
| Participation rate | 88.1% | 83.4%+4.8pp | 87.1%+1.1pp | 69.3%+18.8pp |
| Annual return | 6.42% | 12.05%-5.6pp | 29.30%-22.9pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,527 | $3,483+1.3% | $5,211-32.3% | $2,281+54.7% |
| Participant deferral / active EE | $3,103 | $4,812-35.5% | $6,282-50.6% | $3,203-3.1% |
| Admin fee / account holder | $8,985 | $5,371+67.3% | $9,324-3.6% | $4,296+109.2% |