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 | $33,116 | $67,606-51.0% | $82,313-59.8% | $70,131-52.8% |
| Participation rate | 83.8% | 72.8%+11.0pp | 76.9%+6.9pp | 69.5%+14.2pp |
| Annual return | 36.61% | 21.57%+15.0pp | 25.88%+10.7pp | 73.14%-36.5pp |
| Employer contribution / active EE | $1,907 | $1,755+8.7% | $2,428-21.5% | $2,342-18.6% |
| Participant deferral / active EE | $3,768 | $2,987+26.1% | $3,706+1.7% | $3,332+13.1% |
| Admin fee / account holder | $1,218 | $4,512-73.0% | $5,608-78.3% | $4,645-73.8% |