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 | $43,324 | $67,411-35.7% | $91,001-52.4% | $70,131-38.2% |
| Participation rate | 90.2% | 71.4%+18.8pp | 75.6%+14.6pp | 69.5%+20.6pp |
| Annual return | 15.12% | -40.16%+55.3pp | 4.60%+10.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,055 | $1,786+15.1% | $2,456-16.3% | $2,342-12.3% |
| Participant deferral / active EE | $3,428 | $2,823+21.5% | $3,547-3.4% | $3,332+2.9% |
| Admin fee / account holder | $2,547 | $4,236-39.9% | $5,417-53.0% | $4,645-45.2% |