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 | $47,004 | $63,299-25.7% | $91,001-48.3% | $62,292-24.5% |
| Participation rate | 89.1% | 73.3%+15.8pp | 75.6%+13.5pp | 69.5%+19.6pp |
| Annual return | 15.99% | 20.99%-5.0pp | 4.60%+11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,971 | $1,807+9.1% | $2,456-19.7% | $2,042-3.5% |
| Participant deferral / active EE | $3,625 | $2,943+23.2% | $3,547+2.2% | $3,169+14.4% |
| Admin fee / account holder | $2,821 | $468+503.2% | $5,417-47.9% | $479+488.5% |