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 8-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 | $45,243 | $87,013-48.0% | $106,213-57.4% | $80,856-44.0% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.9pp | 67.6%+9.5pp |
| Annual return | 20.43% | 17.05%+3.4pp | 116.14%-95.7pp | 35.59%-15.2pp |
| Employer contribution / active EE | $2,401 | $2,395+0.2% | $3,171-24.3% | $2,755-12.8% |
| Participant deferral / active EE | $4,476 | $3,986+12.3% | $5,016-10.8% | $4,296+4.2% |
| Admin fee / account holder | $3,863 | $8,431-54.2% | $11,033-65.0% | $6,918-44.2% |