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 | $15,130 | $45,073-66.4% | $69,455-78.2% | $72,985-79.3% |
| Participation rate | 95.1% | 68.5%+26.6pp | 74.6%+20.5pp | 69.5%+25.6pp |
| Annual return | 24.69% | 22.65%+2.0pp | 28.97%-4.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,569 | $2,054-23.6% | $2,779-43.6% | $2,440-35.7% |
| Participant deferral / active EE | $2,270 | $2,602-12.8% | $3,535-35.8% | $3,607-37.1% |
| Admin fee / account holder | $2,497 | $3,056-18.3% | $3,839-35.0% | $5,124-51.3% |