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 | $26,368 | $46,869-43.7% | $122,332-78.4% | $70,131-62.4% |
| Participation rate | 88.6% | 58.2%+30.4pp | 71.6%+17.0pp | 69.5%+19.1pp |
| Annual return | 19.84% | 24.22%-4.4pp | 30.27%-10.4pp | 73.14%-53.3pp |
| Employer contribution / active EE | $737 | $1,288-42.7% | $4,050-81.8% | $2,342-68.5% |
| Participant deferral / active EE | $2,640 | $2,166+21.8% | $3,287-19.7% | $3,332-20.8% |
| Admin fee / account holder | $1,429 | $3,322-57.0% | $5,478-73.9% | $4,645-69.2% |