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 | $43,727 | $78,422-44.2% | $95,952-54.4% | $79,858-45.2% |
| Participation rate | 76.7% | 73.5%+3.2pp | 77.1%-0.4pp | 69.6%+7.0pp |
| Annual return | 15.90% | 19.37%-3.5pp | 91.61%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,219 | $1,945-37.3% | $2,541-52.0% | $2,471-50.7% |
| Participant deferral / active EE | $3,371 | $3,440-2.0% | $4,167-19.1% | $3,740-9.9% |
| Admin fee / account holder | $1,164 | $5,622-79.3% | $6,795-82.9% | $5,306-78.1% |