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 | $54,893 | $67,606-18.8% | $82,313-33.3% | $70,131-21.7% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 17.80% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,669 | $1,755-4.9% | $2,428-31.3% | $2,342-28.8% |
| Participant deferral / active EE | $1,986 | $2,987-33.5% | $3,706-46.4% | $3,332-40.4% |
| Admin fee / account holder | $635 | $4,512-85.9% | $5,608-88.7% | $4,645-86.3% |