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 | $24,489 | $54,541-55.1% | $78,778-68.9% | $70,131-65.1% |
| Participation rate | 76.9% | 60.8%+16.1pp | 69.2%+7.7pp | 69.5%+7.4pp |
| Annual return | 13.19% | 21.07%-7.9pp | 35.62%-22.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,245 | $1,089+14.4% | $1,986-37.3% | $2,342-46.8% |
| Participant deferral / active EE | $1,684 | $2,210-23.8% | $2,958-43.1% | $3,332-49.5% |
| Admin fee / account holder | $2,026 | $3,709-45.4% | $5,134-60.5% | $4,645-56.4% |