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 | $27,099 | $127,065-78.7% | $113,168-76.1% | $142,382-81.0% |
| Participation rate | 81.0% | 79.2%+1.7pp | 76.6%+4.4pp | 80.1%+0.8pp |
| Annual return | 15.96% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,781 | $3,442-48.3% | $2,975-40.1% | $4,299-58.6% |
| Participant deferral / active EE | $3,603 | $5,716-37.0% | $5,107-29.5% | $6,507-44.6% |
| Admin fee / account holder | $7,874 | $15,736-50.0% | $12,068-34.8% | $12,624-37.6% |