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 | $27,144 | $49,227-44.9% | $70,449-61.5% | $79,858-66.0% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 16.59% | 30.06%-13.5pp | 109.03%-92.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,103 | $2,099+0.2% | $2,737-23.1% | $2,471-14.9% |
| Participant deferral / active EE | $2,103 | $2,768-24.0% | $3,709-43.3% | $3,740-43.8% |
| Admin fee / account holder | $966 | $2,878-66.5% | $3,845-74.9% | $5,306-81.8% |