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 | $33,253 | $57,990-42.7% | $76,190-56.4% | $80,856-58.9% |
| Participation rate | 93.0% | 73.7%+19.3pp | 79.3%+13.8pp | 67.6%+25.4pp |
| Annual return | 12.62% | 15.89%-3.3pp | 13.78%-1.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,724 | $3,565+4.5% | $4,578-18.7% | $2,755+35.2% |
| Participant deferral / active EE | $5,159 | $3,814+35.3% | $5,474-5.8% | $4,296+20.1% |
| Admin fee / account holder | $6,338 | $5,668+11.8% | $5,123+23.7% | $6,918-8.4% |