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 | $28,253 | $81,446-65.3% | $103,374-72.7% | $80,874-65.1% |
| Participation rate | 97.0% | 66.9%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 14.56% | 25.57%-11.0pp | 24.89%-10.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $5,206 | $3,107+67.5% | $3,869+34.5% | $2,756+88.9% |
| Participant deferral / active EE | $2,395 | $3,870-38.1% | $5,058-52.6% | $4,297-44.3% |
| Admin fee / account holder | $2,891 | $6,715-57.0% | $8,394-65.6% | $6,935-58.3% |