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 | $17,719 | $47,848-63.0% | $81,478-78.3% | $70,131-74.7% |
| Participation rate | 86.9% | 58.3%+28.6pp | 68.0%+18.9pp | 69.5%+17.3pp |
| Annual return | 17.89% | 27.25%-9.4pp | 38.78%-20.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,230 | $1,527-19.5% | $2,568-52.1% | $2,342-47.5% |
| Participant deferral / active EE | $966 | $2,453-60.6% | $3,537-72.7% | $3,332-71.0% |
| Admin fee / account holder | $2,952 | $3,145-6.1% | $4,561-35.3% | $4,645-36.5% |