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 | $46,757 | $48,076-2.7% | $78,689-40.6% | $62,891-25.7% |
| Participation rate | 86.0% | 65.2%+20.8pp | 73.6%+12.5pp | 69.3%+16.7pp |
| Annual return | 8.32% | 31.35%-23.0pp | 62.18%-53.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,181 | $2,015+8.2% | $2,851-23.5% | $2,281-4.4% |
| Participant deferral / active EE | $3,831 | $2,588+48.0% | $3,517+8.9% | $3,203+19.6% |
| Admin fee / account holder | $6,268 | $3,207+95.4% | $4,510+39.0% | $4,296+45.9% |