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 | $43,653 | $73,933-41.0% | $96,683-54.8% | $75,163-41.9% |
| Participation rate | 72.1% | 66.4%+5.7pp | 74.3%-2.2pp | 67.2%+4.9pp |
| Annual return | 14.97% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,708 | $2,928-7.5% | $3,737-27.5% | $2,670+1.4% |
| Participant deferral / active EE | $3,829 | $3,659+4.7% | $4,878-21.5% | $4,125-7.2% |
| Admin fee / account holder | $3,034 | $5,216-41.8% | $6,730-54.9% | $5,651-46.3% |