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 | $46,079 | $73,933-37.7% | $96,683-52.3% | $75,163-38.7% |
| Participation rate | 91.4% | 66.4%+25.0pp | 74.3%+17.1pp | 67.2%+24.2pp |
| Annual return | 19.27% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,444 | $2,928+17.6% | $3,737-7.8% | $2,670+29.0% |
| Participant deferral / active EE | $6,392 | $3,659+74.7% | $4,878+31.0% | $4,125+55.0% |
| Admin fee / account holder | $1,482 | $5,216-71.6% | $6,730-78.0% | $5,651-73.8% |