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 | $46,924 | $78,422-40.2% | $95,952-51.1% | $79,858-41.2% |
| Participation rate | 92.4% | 73.5%+18.9pp | 77.1%+15.3pp | 69.6%+22.8pp |
| Annual return | 16.39% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,891 | $1,945-2.8% | $2,541-25.6% | $2,471-23.5% |
| Participant deferral / active EE | $3,376 | $3,440-1.8% | $4,167-19.0% | $3,740-9.7% |
| Admin fee / account holder | $2,546 | $5,622-54.7% | $6,795-62.5% | $5,306-52.0% |