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 | $39,985 | $45,073-11.3% | $69,455-42.4% | $72,985-45.2% |
| Participation rate | 85.7% | 68.5%+17.2pp | 74.6%+11.1pp | 69.5%+16.2pp |
| Annual return | 12.75% | 22.65%-9.9pp | 28.97%-16.2pp | 81.00%-68.3pp |
| Employer contribution / active EE | $1,862 | $2,054-9.3% | $2,779-33.0% | $2,440-23.7% |
| Participant deferral / active EE | $4,349 | $2,602+67.2% | $3,535+23.0% | $3,607+20.6% |
| Admin fee / account holder | $3,530 | $3,056+15.5% | $3,839-8.1% | $5,124-31.1% |