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 | $20,737 | $46,869-55.8% | $122,332-83.0% | $70,131-70.4% |
| Participation rate | 92.3% | 58.2%+34.1pp | 71.6%+20.7pp | 69.5%+22.8pp |
| Annual return | 15.41% | 24.22%-8.8pp | 30.27%-14.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,225 | $1,288-4.8% | $4,050-69.7% | $2,342-47.7% |
| Participant deferral / active EE | $1,226 | $2,166-43.4% | $3,287-62.7% | $3,332-63.2% |
| Admin fee / account holder | $2,410 | $3,322-27.5% | $5,478-56.0% | $4,645-48.1% |