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 | $11,846 | $43,075-72.5% | $74,583-84.1% | $62,891-81.2% |
| Participation rate | 83.3% | 58.1%+25.3pp | 68.1%+15.2pp | 69.3%+14.0pp |
| Annual return | 10.91% | 17.50%-6.6pp | 20.47%-9.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,538 | $1,498+2.7% | $2,525-39.1% | $2,281-32.6% |
| Participant deferral / active EE | $3,666 | $2,389+53.4% | $3,458+6.0% | $3,203+14.5% |
| Admin fee / account holder | $1,825 | $2,840-35.7% | $4,138-55.9% | $4,296-57.5% |