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 | $21,148 | $59,839-64.7% | $81,983-74.2% | $79,858-73.5% |
| Participation rate | 75.9% | 61.6%+14.2pp | 69.2%+6.6pp | 69.6%+6.2pp |
| Annual return | 14.64% | 17.56%-2.9pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,871 | $1,713+9.2% | $2,498-25.1% | $2,471-24.3% |
| Participant deferral / active EE | $3,604 | $2,695+33.7% | $3,722-3.2% | $3,740-3.6% |
| Admin fee / account holder | $3,986 | $4,287-7.0% | $5,664-29.6% | $5,306-24.9% |