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 | $24,638 | $55,706-55.8% | $75,886-67.5% | $72,985-66.2% |
| Participation rate | 73.2% | 61.1%+12.0pp | 69.3%+3.9pp | 69.5%+3.7pp |
| Annual return | 17.15% | 27.59%-10.4pp | 30.76%-13.6pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,218 | $1,687+31.5% | $2,500-11.3% | $2,440-9.1% |
| Participant deferral / active EE | $2,755 | $2,634+4.6% | $3,603-23.5% | $3,607-23.6% |
| Admin fee / account holder | $5,545 | $3,978+39.4% | $5,418+2.3% | $5,124+8.2% |