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 | $41,840 | $95,803-56.3% | $113,168-63.0% | $84,808-50.7% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 17.65% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,583 | $2,360+9.4% | $2,975-13.2% | $2,631-1.8% |
| Participant deferral / active EE | $4,435 | $4,242+4.6% | $5,107-13.1% | $4,212+5.3% |
| Admin fee / account holder | $13,392 | $8,989+49.0% | $12,068+11.0% | $7,344+82.4% |