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 8-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 | $45,313 | $86,929-47.9% | $102,423-55.8% | $80,856-44.0% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.8pp |
| Annual return | 10.76% | 18.88%-8.1pp | 29.32%-18.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,680 | $2,369-29.1% | $3,023-44.4% | $2,755-39.0% |
| Participant deferral / active EE | $3,340 | $4,118-18.9% | $5,053-33.9% | $4,296-22.3% |
| Admin fee / account holder | $5,668 | $8,049-29.6% | $9,451-40.0% | $6,918-18.1% |