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 | $38,291 | $83,477-54.1% | $125,175-69.4% | $72,985-47.5% |
| Participation rate | 74.6% | 73.3%+1.3pp | 79.8%-5.2pp | 69.5%+5.1pp |
| Annual return | 36.53% | 25.78%+10.8pp | 43.79%-7.3pp | 81.00%-44.5pp |
| Employer contribution / active EE | $2,050 | $2,345-12.6% | $3,865-47.0% | $2,440-16.0% |
| Participant deferral / active EE | $5,185 | $3,585+44.6% | $4,937+5.0% | $3,607+43.7% |
| Admin fee / account holder | $2,775 | $5,517-49.7% | $9,702-71.4% | $5,124-45.8% |