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 | $23,406 | $76,407-69.4% | $150,298-84.4% | $82,448-71.6% |
| Participation rate | 84.0% | 66.4%+17.6pp | 77.8%+6.2pp | 68.1%+15.9pp |
| Annual return | 17.30% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,477 | $2,614+33.0% | $4,154-16.3% | $2,551+36.3% |
| Participant deferral / active EE | $4,309 | $3,214+34.0% | $5,453-21.0% | $4,139+4.1% |
| Admin fee / account holder | $1,330 | $6,352-79.1% | $14,116-90.6% | $7,234-81.6% |