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 | $37,988 | $57,065-33.4% | $75,670-49.8% | $70,131-45.8% |
| Participation rate | 82.1% | 68.1%+14.1pp | 72.3%+9.8pp | 69.5%+12.6pp |
| Annual return | 18.42% | 23.57%-5.1pp | 27.34%-8.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,176 | $1,817+19.8% | $2,352-7.5% | $2,342-7.1% |
| Participant deferral / active EE | $2,173 | $2,580-15.8% | $3,142-30.9% | $3,332-34.8% |
| Admin fee / account holder | $588 | $3,825-84.6% | $5,800-89.9% | $4,645-87.3% |