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 | $20,166 | $49,227-59.0% | $70,449-71.4% | $79,858-74.7% |
| Participation rate | 91.4% | 69.2%+22.2pp | 75.1%+16.3pp | 69.6%+21.7pp |
| Annual return | 18.36% | 30.06%-11.7pp | 109.03%-90.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $3,054 | $2,099+45.5% | $2,737+11.6% | $2,471+23.6% |
| Participant deferral / active EE | $1,979 | $2,768-28.5% | $3,709-46.6% | $3,740-47.1% |
| Admin fee / account holder | $1,235 | $2,878-57.1% | $3,845-67.9% | $5,306-76.7% |