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 | $31,214 | $74,927-58.3% | $101,794-69.3% | $84,808-63.2% |
| Participation rate | 76.8% | 61.4%+15.4pp | 69.2%+7.6pp | 68.3%+8.5pp |
| Annual return | 13.39% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,932 | $1,522+27.0% | $2,289-15.6% | $2,631-26.6% |
| Participant deferral / active EE | $2,835 | $3,099-8.5% | $4,084-30.6% | $4,212-32.7% |
| Admin fee / account holder | $3,352 | $6,514-48.5% | $8,777-61.8% | $7,344-54.4% |