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 | $40,935 | $68,914-40.6% | $136,749-70.1% | $74,304-44.9% |
| Participation rate | 81.4% | 51.3%+30.0pp | 72.1%+9.2pp | 60.3%+21.0pp |
| Annual return | 14.59% | 16.34%-1.8pp | 24.33%-9.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,283 | $1,561+46.2% | $3,400-32.8% | $2,241+1.9% |
| Participant deferral / active EE | $1,761 | $2,541-30.7% | $4,692-62.5% | $3,767-53.2% |
| Admin fee / account holder | $2,224 | $3,149-29.4% | $11,386-80.5% | $2,969-25.1% |