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 | $29,427 | $80,717-63.5% | $154,803-81.0% | $84,808-65.3% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 14.66% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,819 | $2,761-34.1% | $4,305-57.8% | $2,631-30.9% |
| Participant deferral / active EE | $2,551 | $3,303-22.8% | $5,540-54.0% | $4,212-39.4% |
| Admin fee / account holder | $8,474 | $6,746+25.6% | $14,329-40.9% | $7,344+15.4% |