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 | $41,055 | $99,341-58.7% | $84,750-51.6% | $273,961-85.0% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 2.38% | 22.93%-20.5pp | 22.78%-20.4pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,343 | $4,214-68.1% | $3,574-62.4% | $4,869-72.4% |
| Participant deferral / active EE | $5,616 | $4,269+31.6% | $3,712+51.3% | $5,287+6.2% |
| Admin fee / account holder | $2,240 | $6,644-66.3% | $5,332-58.0% | $10,132-77.9% |