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 | $40,515 | $72,492-44.1% | $87,100-53.5% | $72,985-44.5% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 23.61% | 24.46%-0.9pp | 28.19%-4.6pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,535 | $1,894-19.0% | $2,521-39.1% | $2,440-37.1% |
| Participant deferral / active EE | $4,694 | $3,270+43.6% | $4,049+15.9% | $3,607+30.1% |
| Admin fee / account holder | $4,358 | $5,055-13.8% | $7,497-41.9% | $5,124-15.0% |