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 | $41,464 | $87,870-52.8% | $113,168-63.4% | $74,304-44.2% |
| Participation rate | 88.2% | 70.7%+17.4pp | 76.6%+11.6pp | 60.3%+27.8pp |
| Annual return | 22.31% | 26.44%-4.1pp | 24.27%-2.0pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,998 | $2,277-12.3% | $2,975-32.8% | $2,241-10.9% |
| Participant deferral / active EE | $6,136 | $4,241+44.7% | $5,107+20.2% | $3,767+62.9% |
| Admin fee / account holder | $2,211 | $3,368-34.3% | $12,068-81.7% | $2,969-25.5% |