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 | $47,671 | $67,606-29.5% | $82,313-42.1% | $70,131-32.0% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 12.96% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,786 | $1,755+1.8% | $2,428-26.5% | $2,342-23.8% |
| Participant deferral / active EE | $3,710 | $2,987+24.2% | $3,706+0.1% | $3,332+11.4% |
| Admin fee / account holder | $5,369 | $4,512+19.0% | $5,608-4.3% | $4,645+15.6% |