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 | $46,608 | $73,933-37.0% | $96,683-51.8% | $75,163-38.0% |
| Participation rate | 93.8% | 66.4%+27.4pp | 74.3%+19.5pp | 67.2%+26.7pp |
| Annual return | 18.06% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,137 | $2,928+7.2% | $3,737-16.0% | $2,670+17.5% |
| Participant deferral / active EE | $4,686 | $3,659+28.1% | $4,878-3.9% | $4,125+13.6% |
| Admin fee / account holder | $2,684 | $5,216-48.6% | $6,730-60.1% | $5,651-52.5% |