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 | $20,833 | $45,073-53.8% | $69,455-70.0% | $72,985-71.5% |
| Participation rate | 70.5% | 68.5%+2.0pp | 74.6%-4.2pp | 69.5%+1.0pp |
| Annual return | 35.16% | 22.65%+12.5pp | 28.97%+6.2pp | 81.00%-45.8pp |
| Employer contribution / active EE | $1,147 | $2,054-44.1% | $2,779-58.7% | $2,440-53.0% |
| Participant deferral / active EE | $1,706 | $2,602-34.4% | $3,535-51.8% | $3,607-52.7% |
| Admin fee / account holder | $2,535 | $3,056-17.0% | $3,839-34.0% | $5,124-50.5% |