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 | $43,177 | $76,552-43.6% | $123,892-65.1% | $62,891-31.3% |
| Participation rate | 86.0% | 73.0%+13.0pp | 81.4%+4.6pp | 69.3%+16.7pp |
| Annual return | 12.61% | 18.68%-6.1pp | 47.52%-34.9pp | 20.14%-7.5pp |
| Employer contribution / active EE | $3,214 | $2,883+11.5% | $4,617-30.4% | $2,281+40.9% |
| Participant deferral / active EE | $4,833 | $4,840-0.1% | $5,984-19.2% | $3,203+50.9% |
| Admin fee / account holder | $413 | $4,826-91.5% | $8,357-95.1% | $4,296-90.4% |