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 | $19,457 | $55,706-65.1% | $75,886-74.4% | $72,985-73.3% |
| Participation rate | 73.7% | 61.1%+12.6pp | 69.3%+4.4pp | 69.5%+4.2pp |
| Annual return | 19.88% | 27.59%-7.7pp | 30.76%-10.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,776 | $1,687+5.3% | $2,500-29.0% | $2,440-27.2% |
| Participant deferral / active EE | $2,341 | $2,634-11.1% | $3,603-35.0% | $3,607-35.1% |
| Admin fee / account holder | $2,050 | $3,978-48.5% | $5,418-62.2% | $5,124-60.0% |