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 | $26,938 | $67,606-60.2% | $82,313-67.3% | $70,131-61.6% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 16.82% | 21.57%-4.7pp | 25.88%-9.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $888 | $1,755-49.4% | $2,428-63.4% | $2,342-62.1% |
| Participant deferral / active EE | $3,007 | $2,987+0.7% | $3,706-18.9% | $3,332-9.7% |
| Admin fee / account holder | $2,618 | $4,512-42.0% | $5,608-53.3% | $4,645-43.6% |