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 | $44,189 | $63,355-30.3% | $91,989-52.0% | $72,985-39.5% |
| Participation rate | 87.8% | 72.5%+15.3pp | 78.6%+9.2pp | 69.5%+18.4pp |
| Annual return | 27.67% | 35.35%-7.7pp | 69.02%-41.3pp | 81.00%-53.3pp |
| Employer contribution / active EE | $2,133 | $2,116+0.8% | $3,452-38.2% | $2,440-12.6% |
| Participant deferral / active EE | $9,241 | $4,883+89.3% | $5,923+56.0% | $3,607+156.2% |
| Admin fee / account holder | $1,489 | $4,668-68.1% | $7,743-80.8% | $5,124-70.9% |