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 | $48,574 | $73,933-34.3% | $96,683-49.8% | $75,163-35.4% |
| Participation rate | 74.5% | 66.4%+8.0pp | 74.3%+0.1pp | 67.2%+7.3pp |
| Annual return | 24.21% | 26.70%-2.5pp | 35.69%-11.5pp | 160.62%-136.4pp |
| Employer contribution / active EE | $2,229 | $2,928-23.9% | $3,737-40.4% | $2,670-16.5% |
| Participant deferral / active EE | $7,411 | $3,659+102.6% | $4,878+51.9% | $4,125+79.7% |
| Admin fee / account holder | $6,017 | $5,216+15.3% | $6,730-10.6% | $5,651+6.5% |