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 | $27,081 | $80,717-66.4% | $154,803-82.5% | $84,808-68.1% |
| Participation rate | 97.3% | 66.8%+30.5pp | 78.1%+19.2pp | 68.3%+29.0pp |
| Annual return | 15.86% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,909 | $2,761+41.6% | $4,305-9.2% | $2,631+48.6% |
| Participant deferral / active EE | $2,430 | $3,303-26.4% | $5,540-56.1% | $4,212-42.3% |
| Admin fee / account holder | $1,313 | $6,746-80.5% | $14,329-90.8% | $7,344-82.1% |