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 | $21,245 | $54,762-61.2% | $90,281-76.5% | $72,985-70.9% |
| Participation rate | 86.9% | 65.1%+21.7pp | 73.3%+13.6pp | 69.5%+17.4pp |
| Annual return | 22.80% | 30.63%-7.8pp | 78.10%-55.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,844 | $2,092-11.9% | $2,854-35.4% | $2,440-24.4% |
| Participant deferral / active EE | $3,837 | $2,887+32.9% | $3,885-1.2% | $3,607+6.4% |
| Admin fee / account holder | $3,813 | $3,972-4.0% | $5,351-28.7% | $5,124-25.6% |