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 | $20,594 | $77,634-73.5% | $156,549-86.8% | $62,891-67.3% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | 5.00% | 50.32%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,541 | $3,444+2.8% | $5,501-35.6% | $2,281+55.2% |
| Participant deferral / active EE | $3,716 | $3,045+22.0% | $4,871-23.7% | $3,203+16.0% |
| Admin fee / account holder | $2,249 | $5,561-59.6% | $13,027-82.7% | $4,296-47.6% |