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 | $40,285 | $48,076-16.2% | $78,689-48.8% | $62,891-35.9% |
| Participation rate | 76.7% | 65.2%+11.5pp | 73.6%+3.2pp | 69.3%+7.4pp |
| Annual return | 14.95% | 31.35%-16.4pp | 62.18%-47.2pp | 20.14%-5.2pp |
| Employer contribution / active EE | $2,252 | $2,015+11.8% | $2,851-21.0% | $2,281-1.3% |
| Participant deferral / active EE | $4,369 | $2,588+68.8% | $3,517+24.2% | $3,203+36.4% |
| Admin fee / account holder | $1,833 | $3,207-42.8% | $4,510-59.4% | $4,296-57.3% |