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 | $18,309 | $80,717-77.3% | $154,803-88.2% | $84,808-78.4% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 16.64% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,282 | $2,761-53.6% | $4,305-70.2% | $2,631-51.3% |
| Participant deferral / active EE | $2,330 | $3,303-29.5% | $5,540-58.0% | $4,212-44.7% |
| Admin fee / account holder | $553 | $6,746-91.8% | $14,329-96.1% | $7,344-92.5% |