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 | $39,616 | $60,349-34.4% | $74,183-46.6% | $62,891-37.0% |
| Participation rate | 75.6% | 72.7%+2.9pp | 76.6%-1.0pp | 69.3%+6.3pp |
| Annual return | 9.39% | 21.37%-12.0pp | 17.74%-8.3pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,465 | $1,680-12.8% | $2,370-38.2% | $2,281-35.8% |
| Participant deferral / active EE | $3,115 | $2,856+9.1% | $3,550-12.2% | $3,203-2.8% |
| Admin fee / account holder | $567 | $4,261-86.7% | $5,586-89.9% | $4,296-86.8% |