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 | $47,637 | $73,933-35.6% | $96,683-50.7% | $75,163-36.6% |
| Participation rate | 87.9% | 66.4%+21.5pp | 74.3%+13.5pp | 67.2%+20.7pp |
| Annual return | 16.98% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,326 | $2,928-20.6% | $3,737-37.8% | $2,670-12.9% |
| Participant deferral / active EE | $2,565 | $3,659-29.9% | $4,878-47.4% | $4,125-37.8% |
| Admin fee / account holder | $7,575 | $5,216+45.2% | $6,730+12.6% | $5,651+34.0% |