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 | $23,173 | $59,443-61.0% | $70,164-67.0% | $75,163-69.2% |
| Participation rate | 95.7% | 71.6%+24.1pp | 78.8%+16.9pp | 67.2%+28.6pp |
| Annual return | 21.14% | 18.53%+2.6pp | 18.87%+2.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $4,407 | $3,306+33.3% | $4,287+2.8% | $2,670+65.1% |
| Participant deferral / active EE | $4,778 | $3,653+30.8% | $5,395-11.4% | $4,125+15.8% |
| Admin fee / account holder | $2,783 | $4,397-36.7% | $4,561-39.0% | $5,651-50.7% |