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 | $43,619 | $77,899-44.0% | $149,673-70.9% | $75,163-42.0% |
| Participation rate | 73.5% | 65.6%+8.0pp | 78.8%-5.2pp | 67.2%+6.3pp |
| Annual return | 14.54% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,711 | $3,137+50.1% | $4,818-2.2% | $2,670+76.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,582 | $5,956-23.1% | $13,210-65.3% | $5,651-18.9% |