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 | $32,726 | $56,054-41.6% | $171,082-80.9% | $62,891-48.0% |
| Participation rate | 95.9% | 62.9%+33.0pp | 76.7%+19.2pp | 69.3%+26.6pp |
| Annual return | 8.44% | 22.52%-14.1pp | 32.56%-24.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,153 | $1,731+82.1% | $4,002-21.2% | $2,281+38.2% |
| Participant deferral / active EE | $4,301 | $3,158+36.2% | $4,797-10.4% | $3,203+34.3% |
| Admin fee / account holder | $2,501 | $3,647-31.4% | $8,520-70.6% | $4,296-41.8% |