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 | $30,605 | $46,553-34.3% | $64,056-52.2% | $75,163-59.3% |
| Participation rate | 76.4% | 65.9%+10.4pp | 72.3%+4.1pp | 67.2%+9.2pp |
| Annual return | 18.72% | 26.03%-7.3pp | 33.69%-15.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,528 | $1,974+28.1% | $2,747-8.0% | $2,670-5.3% |
| Participant deferral / active EE | $2,093 | $2,837-26.2% | $3,880-46.0% | $4,125-49.3% |
| Admin fee / account holder | $1,146 | $2,952-61.2% | $3,068-62.7% | $5,651-79.7% |