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 | $40,163 | $54,762-26.7% | $90,281-55.5% | $72,985-45.0% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 20.45% | 30.63%-10.2pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,198 | $2,092-42.8% | $2,854-58.0% | $2,440-50.9% |
| Participant deferral / active EE | $1,450 | $2,887-49.8% | $3,885-62.7% | $3,607-59.8% |
| Admin fee / account holder | $3,753 | $3,972-5.5% | $5,351-29.9% | $5,124-26.8% |