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 | $26,259 | $76,407-65.6% | $150,298-82.5% | $82,448-68.2% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.4pp | 68.1%+29.1pp |
| Annual return | 19.88% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,855 | $2,614-29.1% | $4,154-55.4% | $2,551-27.3% |
| Participant deferral / active EE | $3,757 | $3,214+16.9% | $5,453-31.1% | $4,139-9.2% |
| Admin fee / account holder | $1,453 | $6,352-77.1% | $14,116-89.7% | $7,234-79.9% |