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 | $23,095 | $46,869-50.7% | $122,332-81.1% | $70,131-67.1% |
| Participation rate | 91.2% | 58.2%+33.0pp | 71.6%+19.6pp | 69.5%+21.7pp |
| Annual return | 17.82% | 24.22%-6.4pp | 30.27%-12.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,477 | $1,288+92.3% | $4,050-38.8% | $2,342+5.7% |
| Participant deferral / active EE | $3,549 | $2,166+63.8% | $3,287+8.0% | $3,332+6.5% |
| Admin fee / account holder | $2,758 | $3,322-17.0% | $5,478-49.7% | $4,645-40.6% |