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 | $45,662 | $79,944-42.9% | $98,439-53.6% | $75,163-39.2% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.2%+22.2pp | 67.2%+30.2pp |
| Annual return | 13.55% | 19.75%-6.2pp | 21.16%-7.6pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,352 | $2,264+3.9% | $3,048-22.8% | $2,670-11.9% |
| Participant deferral / active EE | $3,144 | $3,752-16.2% | $4,738-33.6% | $4,125-23.8% |
| Admin fee / account holder | $10,416 | $6,840+52.3% | $8,948+16.4% | $5,651+84.3% |