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 | $27,744 | $52,580-47.2% | $71,671-61.3% | $70,131-60.4% |
| Participation rate | 76.7% | 60.9%+15.8pp | 68.7%+7.9pp | 69.5%+7.1pp |
| Annual return | 16.40% | 20.25%-3.9pp | 20.65%-4.3pp | 73.14%-56.7pp |
| Employer contribution / active EE | $764 | $1,616-52.7% | $2,460-68.9% | $2,342-67.4% |
| Participant deferral / active EE | $3,330 | $2,386+39.5% | $3,438-3.2% | $3,332-0.1% |
| Admin fee / account holder | $2,502 | $3,653-31.5% | $5,558-55.0% | $4,645-46.1% |