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 | $42,823 | $96,557-55.6% | $80,975-47.1% | $273,961-84.4% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 6.05% | 15.14%-9.1pp | 17.10%-11.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,940 | $4,868-60.1% | $3,714-47.8% | $4,869-60.2% |
| Participant deferral / active EE | $5,310 | $6,598-19.5% | $5,696-6.8% | $5,287+0.4% |
| Admin fee / account holder | $3,629 | $7,492-51.6% | $5,516-34.2% | $10,132-64.2% |