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 | $45,268 | $58,851-23.1% | $115,157-60.7% | $72,985-38.0% |
| Participation rate | 89.1% | 65.5%+23.5pp | 75.9%+13.2pp | 69.5%+19.6pp |
| Annual return | 19.98% | 23.16%-3.2pp | 35.60%-15.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,734 | $1,798-3.5% | $3,179-45.4% | $2,440-28.9% |
| Participant deferral / active EE | $3,139 | $2,643+18.8% | $4,168-24.7% | $3,607-13.0% |
| Admin fee / account holder | $4,874 | $6,370-23.5% | $7,088-31.2% | $5,124-4.9% |