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 | $25,531 | $48,076-46.9% | $78,689-67.6% | $62,891-59.4% |
| Participation rate | 95.3% | 65.2%+30.1pp | 73.6%+21.8pp | 69.3%+26.0pp |
| Annual return | 8.33% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,369 | $2,015+17.6% | $2,851-16.9% | $2,281+3.8% |
| Participant deferral / active EE | $3,438 | $2,588+32.8% | $3,517-2.3% | $3,203+7.3% |
| Admin fee / account holder | $1,539 | $3,207-52.0% | $4,510-65.9% | $4,296-64.2% |