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 | $26,475 | $84,233-68.6% | $170,442-84.5% | $70,131-62.2% |
| Participation rate | 72.2% | 70.8%+1.4pp | 83.6%-11.4pp | 69.5%+2.7pp |
| Annual return | 21.06% | 23.06%-2.0pp | 205.93%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,826 | $3,387-16.6% | $5,433-48.0% | $2,342+20.6% |
| Participant deferral / active EE | $3,239 | $3,086+5.0% | $4,939-34.4% | $3,332-2.8% |
| Admin fee / account holder | $2,558 | $5,698-55.1% | $13,880-81.6% | $4,645-44.9% |