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 | $21,161 | $52,580-59.8% | $71,671-70.5% | $70,131-69.8% |
| Participation rate | 92.0% | 60.9%+31.1pp | 68.7%+23.3pp | 69.5%+22.5pp |
| Annual return | 17.89% | 20.25%-2.4pp | 20.65%-2.8pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,800 | $1,616+73.3% | $2,460+13.8% | $2,342+19.5% |
| Participant deferral / active EE | $1,597 | $2,386-33.1% | $3,438-53.6% | $3,332-52.1% |
| Admin fee / account holder | $2,596 | $3,653-28.9% | $5,558-53.3% | $4,645-44.1% |