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 | $13,884 | $80,717-82.8% | $154,803-91.0% | $84,808-83.6% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 18.88% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,132 | $2,761-22.8% | $4,305-50.5% | $2,631-19.0% |
| Participant deferral / active EE | $3,137 | $3,303-5.0% | $5,540-43.4% | $4,212-25.5% |
| Admin fee / account holder | $1,490 | $6,746-77.9% | $14,329-89.6% | $7,344-79.7% |