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 | $13,080 | $49,227-73.4% | $70,449-81.4% | $79,858-83.6% |
| Participation rate | 80.0% | 69.2%+10.8pp | 75.1%+4.9pp | 69.6%+10.4pp |
| Annual return | 20.35% | 30.06%-9.7pp | 109.03%-88.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,404 | $2,099-33.1% | $2,737-48.7% | $2,471-43.2% |
| Participant deferral / active EE | $2,228 | $2,768-19.5% | $3,709-39.9% | $3,740-40.4% |
| Admin fee / account holder | $1,655 | $2,878-42.5% | $3,845-57.0% | $5,306-68.8% |