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 | $50,213 | $83,477-39.8% | $125,175-59.9% | $72,985-31.2% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.7pp | 69.5%+25.0pp |
| Annual return | 16.80% | 25.78%-9.0pp | 43.79%-27.0pp | 81.00%-64.2pp |
| Employer contribution / active EE | $2,447 | $2,345+4.3% | $3,865-36.7% | $2,440+0.3% |
| Participant deferral / active EE | $4,640 | $3,585+29.4% | $4,937-6.0% | $3,607+28.6% |
| Admin fee / account holder | $4,699 | $5,517-14.8% | $9,702-51.6% | $5,124-8.3% |