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 | $33,452 | $132,239-74.7% | $105,722-68.4% | $273,961-87.8% |
| Participation rate | 92.3% | 83.2%+9.1pp | 78.9%+13.4pp | 83.0%+9.3pp |
| Annual return | 7.91% | 10.07%-2.2pp | 12.25%-4.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,991 | $4,867-59.1% | $4,079-51.2% | $4,869-59.1% |
| Participant deferral / active EE | $4,642 | $6,233-25.5% | $5,326-12.8% | $5,287-12.2% |
| Admin fee / account holder | $2,549 | $12,032-78.8% | $8,308-69.3% | $10,132-74.8% |