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 | $41,751 | $65,041-35.8% | $90,951-54.1% | $79,858-47.7% |
| Participation rate | 98.4% | 61.6%+36.8pp | 69.0%+29.4pp | 69.6%+28.8pp |
| Annual return | 11.17% | 30.45%-19.3pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,275 | $1,247+2.2% | $2,122-39.9% | $2,471-48.4% |
| Participant deferral / active EE | $3,267 | $2,512+30.1% | $3,373-3.1% | $3,740-12.6% |
| Admin fee / account holder | $4,489 | $4,536-1.0% | $5,959-24.7% | $5,306-15.4% |