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 | $45,090 | $77,164-41.6% | $178,014-74.7% | $80,874-44.2% |
| Participation rate | 97.7% | 65.7%+32.0pp | 77.1%+20.6pp | 67.6%+30.0pp |
| Annual return | 17.25% | 18.09%-0.8pp | 294.80%-277.6pp | 35.62%-18.4pp |
| Employer contribution / active EE | $1,756 | $2,288-23.2% | $3,950-55.5% | $2,756-36.3% |
| Participant deferral / active EE | $3,783 | $4,408-14.2% | $6,276-39.7% | $4,297-12.0% |
| Admin fee / account holder | $2,495 | $7,164-65.2% | $10,362-75.9% | $6,935-64.0% |