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 | $23,124 | $58,523-60.5% | $99,443-76.7% | $72,985-68.3% |
| Participation rate | 80.4% | 64.6%+15.7pp | 73.8%+6.5pp | 69.5%+10.9pp |
| Annual return | 25.77% | 28.51%-2.7pp | 30.72%-5.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,474 | $1,512-2.5% | $2,540-42.0% | $2,440-39.6% |
| Participant deferral / active EE | $2,440 | $2,606-6.4% | $3,619-32.6% | $3,607-32.4% |
| Admin fee / account holder | $1,195 | $4,102-70.9% | $6,250-80.9% | $5,124-76.7% |