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 | $45,665 | $109,359-58.2% | $162,163-71.8% | $72,985-37.4% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 22.10% | 25.46%-3.4pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $4,028 | $3,907+3.1% | $5,614-28.3% | $2,440+65.1% |
| Participant deferral / active EE | $3,114 | $5,481-43.2% | $7,298-57.3% | $3,607-13.7% |
| Admin fee / account holder | $528 | $7,972-93.4% | $10,843-95.1% | $5,124-89.7% |