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 6-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 | $33,620 | $48,076-30.1% | $78,689-57.3% | $62,891-46.5% |
| Participation rate | 71.9% | 65.2%+6.7pp | 73.6%-1.7pp | 69.3%+2.6pp |
| Annual return | 9.36% | 31.35%-22.0pp | 62.18%-52.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,433 | $2,588-6.0% | $3,517-30.8% | $3,203-24.0% |
| Admin fee / account holder | $4,206 | $3,207+31.1% | $4,510-6.8% | $4,296-2.1% |