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 | $26,982 | $81,248-66.8% | $155,509-82.6% | $80,856-66.6% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 15.18% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,156 | $3,100-30.4% | $4,672-53.9% | $2,755-21.7% |
| Participant deferral / active EE | $2,112 | $3,452-38.8% | $5,626-62.5% | $4,296-50.8% |
| Admin fee / account holder | $3,216 | $7,997-59.8% | $15,912-79.8% | $6,918-53.5% |