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 | $36,242 | $52,580-31.1% | $71,671-49.4% | $70,131-48.3% |
| Participation rate | 77.8% | 60.9%+16.9pp | 68.7%+9.0pp | 69.5%+8.2pp |
| Annual return | 12.39% | 20.25%-7.9pp | 20.65%-8.3pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,779 | $1,616+10.1% | $2,460-27.7% | $2,342-24.0% |
| Participant deferral / active EE | $2,598 | $2,386+8.9% | $3,438-24.4% | $3,332-22.0% |
| Admin fee / account holder | $4,509 | $3,653+23.4% | $5,558-18.9% | $4,645-2.9% |