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 | $46,511 | $57,065-18.5% | $75,670-38.5% | $70,131-33.7% |
| Participation rate | 92.3% | 68.1%+24.2pp | 72.3%+20.0pp | 69.5%+22.8pp |
| Annual return | 17.89% | 23.57%-5.7pp | 27.34%-9.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $851 | $1,817-53.2% | $2,352-63.8% | $2,342-63.7% |
| Participant deferral / active EE | $3,796 | $2,580+47.1% | $3,142+20.8% | $3,332+13.9% |
| Admin fee / account holder | $561 | $3,825-85.3% | $5,800-90.3% | $4,645-87.9% |