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 | $40,034 | $58,851-32.0% | $115,157-65.2% | $72,985-45.1% |
| Participation rate | 82.8% | 65.5%+17.2pp | 75.9%+6.9pp | 69.5%+13.3pp |
| Annual return | 21.07% | 23.16%-2.1pp | 35.60%-14.5pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,185 | $2,643+58.4% | $4,168+0.4% | $3,607+16.0% |
| Admin fee / account holder | $1,022 | $6,370-84.0% | $7,088-85.6% | $5,124-80.1% |