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 | $21,877 | $46,553-53.0% | $64,056-65.8% | $75,163-70.9% |
| Participation rate | 84.3% | 65.9%+18.4pp | 72.3%+12.0pp | 67.2%+17.1pp |
| Annual return | 20.31% | 26.03%-5.7pp | 33.69%-13.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,853 | $1,974-6.1% | $2,747-32.5% | $2,670-30.6% |
| Participant deferral / active EE | $2,461 | $2,837-13.2% | $3,880-36.6% | $4,125-40.3% |
| Admin fee / account holder | $679 | $2,952-77.0% | $3,068-77.9% | $5,651-88.0% |