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 | $44,135 | $86,929-49.2% | $102,423-56.9% | $80,856-45.4% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.6%+14.5pp |
| Annual return | 15.04% | 18.88%-3.8pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,238 | $2,369-47.8% | $3,023-59.1% | $2,755-55.1% |
| Participant deferral / active EE | $4,727 | $4,118+14.8% | $5,053-6.5% | $4,296+10.0% |
| Admin fee / account holder | $3,330 | $8,049-58.6% | $9,451-64.8% | $6,918-51.9% |