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 | $43,414 | $63,764-31.9% | $81,930-47.0% | $79,858-45.6% |
| Participation rate | 75.4% | 67.5%+7.9pp | 72.0%+3.4pp | 69.6%+5.8pp |
| Annual return | 19.25% | 22.66%-3.4pp | 29.49%-10.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,811 | $1,795+0.9% | $4,310-58.0% | $2,471-26.7% |
| Participant deferral / active EE | $3,718 | $2,780+33.7% | $7,107-47.7% | $3,740-0.6% |
| Admin fee / account holder | $1,675 | $4,426-62.2% | $5,158-67.5% | $5,306-68.4% |