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 | $35,018 | $58,851-40.5% | $115,157-69.6% | $72,985-52.0% |
| Participation rate | 88.0% | 65.5%+22.5pp | 75.9%+12.1pp | 69.5%+18.5pp |
| Annual return | 19.34% | 23.16%-3.8pp | 35.60%-16.3pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,047 | $1,798-41.8% | $3,179-67.1% | $2,440-57.1% |
| Participant deferral / active EE | $2,472 | $2,643-6.4% | $4,168-40.7% | $3,607-31.5% |
| Admin fee / account holder | $576 | $6,370-91.0% | $7,088-91.9% | $5,124-88.8% |