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 | $46,390 | $80,968-42.7% | $96,544-51.9% | $75,163-38.3% |
| Participation rate | 97.6% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.4pp |
| Annual return | 19.40% | 27.06%-7.7pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,591 | $2,282-30.3% | $2,965-46.3% | $2,670-40.4% |
| Participant deferral / active EE | $3,797 | $3,928-3.3% | $4,851-21.7% | $4,125-7.9% |
| Admin fee / account holder | $2,576 | $6,724-61.7% | $8,252-68.8% | $5,651-54.4% |