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 | $23,269 | $43,327-46.3% | $59,878-61.1% | $64,186-63.7% |
| Participation rate | 77.6% | 69.2%+8.4pp | 74.7%+2.9pp | 69.6%+8.0pp |
| Annual return | 14.92% | -1.55%+16.5pp | 3.46%+11.5pp | 7.63%+7.3pp |
| Employer contribution / active EE | $1,425 | $2,028-29.8% | $2,722-47.6% | $2,381-40.2% |
| Participant deferral / active EE | $1,695 | $2,546-33.4% | $3,402-50.2% | $3,470-51.1% |
| Admin fee / account holder | $1,054 | $3,005-64.9% | $3,590-70.6% | $4,888-78.4% |