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 9-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 | $44,847 | $72,492-38.1% | $87,100-48.5% | $72,985-38.6% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 24.78% | 24.46%+0.3pp | 28.19%-3.4pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,910 | $1,894+0.8% | $2,521-24.3% | $2,440-21.7% |
| Participant deferral / active EE | $4,239 | $3,270+29.7% | $4,049+4.7% | $3,607+17.5% |
| Admin fee / account holder | $2,101 | $5,055-58.4% | $7,497-72.0% | $5,124-59.0% |