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 | $40,479 | $61,605-34.3% | $112,229-63.9% | $75,163-46.1% |
| Participation rate | 86.2% | 61.7%+24.5pp | 72.4%+13.7pp | 67.2%+19.0pp |
| Annual return | 13.63% | 28.47%-14.8pp | 30.20%-16.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,043 | $2,015+1.4% | $3,430-40.4% | $2,670-23.5% |
| Participant deferral / active EE | $4,957 | $3,108+59.5% | $4,798+3.3% | $4,125+20.2% |
| Admin fee / account holder | $4,319 | $4,862-11.2% | $7,748-44.3% | $5,651-23.6% |