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 | $45,763 | $86,286-47.0% | $111,297-58.9% | $85,850-46.7% |
| Participation rate | 98.0% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 28.58% | 19.99%+8.6pp | 54.65%-26.1pp | 318.53%-290.0pp |
| Employer contribution / active EE | $2,056 | $2,043+0.6% | $2,731-24.7% | $2,565-19.8% |
| Participant deferral / active EE | $2,188 | $3,641-39.9% | $4,487-51.2% | $3,952-44.6% |
| Admin fee / account holder | $3,015 | $8,188-63.2% | $7,964-62.1% | $6,260-51.8% |