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 | $33,429 | $60,349-44.6% | $74,183-54.9% | $62,891-46.8% |
| Participation rate | 85.7% | 72.7%+13.0pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 14.35% | 21.37%-7.0pp | 17.74%-3.4pp | 20.14%-5.8pp |
| Employer contribution / active EE | $1,105 | $1,680-34.2% | $2,370-53.4% | $2,281-51.5% |
| Participant deferral / active EE | $2,460 | $2,856-13.9% | $3,550-30.7% | $3,203-23.2% |
| Admin fee / account holder | $2,889 | $4,261-32.2% | $5,586-48.3% | $4,296-32.7% |