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 | $39,819 | $71,050-44.0% | $93,606-57.5% | $80,856-50.8% |
| Participation rate | 82.4% | 60.4%+21.9pp | 68.7%+13.6pp | 67.6%+14.7pp |
| Annual return | 13.37% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,350 | $1,564-13.6% | $2,420-44.2% | $2,755-51.0% |
| Participant deferral / active EE | $3,871 | $4,034-4.0% | $4,411-12.3% | $4,296-9.9% |
| Admin fee / account holder | $2,375 | $6,945-65.8% | $8,285-71.3% | $6,918-65.7% |