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 | $45,131 | $73,933-39.0% | $96,683-53.3% | $75,163-40.0% |
| Participation rate | 71.1% | 66.4%+4.7pp | 74.3%-3.2pp | 67.2%+3.9pp |
| Annual return | 18.48% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,919 | $2,928-34.5% | $3,737-48.6% | $2,670-28.1% |
| Participant deferral / active EE | $2,654 | $3,659-27.5% | $4,878-45.6% | $4,125-35.7% |
| Admin fee / account holder | $2,845 | $5,216-45.5% | $6,730-57.7% | $5,651-49.7% |