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 | $39,613 | $58,627-32.4% | $76,735-48.4% | $82,448-52.0% |
| Participation rate | 71.9% | 63.2%+8.7pp | 69.5%+2.4pp | 68.1%+3.8pp |
| Annual return | 15.12% | 39.10%-24.0pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,444 | $1,729-16.5% | $2,454-41.1% | $2,551-43.4% |
| Participant deferral / active EE | $4,848 | $3,134+54.7% | $4,088+18.6% | $4,139+17.1% |
| Admin fee / account holder | $1,781 | $5,323-66.5% | $7,189-75.2% | $7,234-75.4% |