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 | $22,237 | $57,590-61.4% | $86,233-74.2% | $82,448-73.0% |
| Participation rate | 86.7% | 57.9%+28.8pp | 69.0%+17.6pp | 68.1%+18.6pp |
| Annual return | 14.41% | 22.41%-8.0pp | 61.39%-47.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,138 | $1,655+89.6% | $2,504+25.3% | $2,551+23.0% |
| Participant deferral / active EE | $1,583 | $3,080-48.6% | $4,559-65.3% | $4,139-61.7% |
| Admin fee / account holder | $402 | $4,730-91.5% | $8,342-95.2% | $7,234-94.4% |