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 | $45,199 | $103,376-56.3% | $87,100-48.1% | $152,861-70.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 23.61% | 28.10%-4.5pp | 28.19%-4.6pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,737 | $3,220-46.1% | $2,521-31.1% | $4,762-63.5% |
| Participant deferral / active EE | $4,279 | $4,778-10.4% | $4,049+5.7% | $5,850-26.9% |
| Admin fee / account holder | $10,959 | $12,205-10.2% | $7,497+46.2% | $11,596-5.5% |