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 | $46,209 | $52,580-12.1% | $71,671-35.5% | $70,131-34.1% |
| Participation rate | 89.4% | 60.9%+28.5pp | 68.7%+20.6pp | 69.5%+19.8pp |
| Annual return | 14.92% | 20.25%-5.3pp | 20.65%-5.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,426 | $1,616-11.8% | $2,460-42.0% | $2,342-39.1% |
| Participant deferral / active EE | $3,842 | $2,386+61.0% | $3,438+11.8% | $3,332+15.3% |
| Admin fee / account holder | $1,198 | $3,653-67.2% | $5,558-78.5% | $4,645-74.2% |