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 | $37,699 | $99,341-62.1% | $84,750-55.5% | $273,961-86.2% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.6%+18.9pp | 83.0%+12.4pp |
| Annual return | 11.06% | 22.93%-11.9pp | 22.78%-11.7pp | 41.45%-30.4pp |
| Employer contribution / active EE | $1,397 | $4,214-66.8% | $3,574-60.9% | $4,869-71.3% |
| Participant deferral / active EE | $3,315 | $4,269-22.4% | $3,712-10.7% | $5,287-37.3% |
| Admin fee / account holder | $5,091 | $6,644-23.4% | $5,332-4.5% | $10,132-49.8% |