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 | $44,346 | $96,956-54.3% | $70,014-36.7% | $273,961-83.8% |
| Participation rate | 83.3% | 77.1%+6.3pp | 71.8%+11.5pp | 83.0%+0.3pp |
| Annual return | 2.07% | 12.93%-10.9pp | 12.99%-10.9pp | 41.45%-39.4pp |
| Employer contribution / active EE | $2,477 | $3,316-25.3% | $2,338+5.9% | $4,869-49.1% |
| Participant deferral / active EE | $5,410 | $3,744+44.5% | $2,931+84.6% | $5,287+2.3% |
| Admin fee / account holder | $661 | $7,934-91.7% | $4,380-84.9% | $10,132-93.5% |