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 | $42,414 | $80,968-47.6% | $96,544-56.1% | $75,163-43.6% |
| Participation rate | 74.3% | 71.8%+2.5pp | 76.0%-1.7pp | 67.2%+7.1pp |
| Annual return | 12.87% | 27.06%-14.2pp | 25.84%-13.0pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,173 | $2,282-4.8% | $2,965-26.7% | $2,670-18.6% |
| Participant deferral / active EE | $4,628 | $3,928+17.8% | $4,851-4.6% | $4,125+12.2% |
| Admin fee / account holder | $8,017 | $6,724+19.2% | $8,252-2.9% | $5,651+41.9% |