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 | $44,193 | $67,411-34.4% | $91,001-51.4% | $70,131-37.0% |
| Participation rate | 77.4% | 71.4%+6.1pp | 75.6%+1.8pp | 69.5%+7.9pp |
| Annual return | 17.71% | -40.16%+57.9pp | 4.60%+13.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,952 | $1,786+9.3% | $2,456-20.5% | $2,342-16.7% |
| Participant deferral / active EE | $2,944 | $2,823+4.3% | $3,547-17.0% | $3,332-11.7% |
| Admin fee / account holder | $8,422 | $4,236+98.8% | $5,417+55.5% | $4,645+81.3% |