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 | $29,664 | $54,762-45.8% | $90,281-67.1% | $72,985-59.4% |
| Participation rate | 87.5% | 65.1%+22.4pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 21.11% | 30.63%-9.5pp | 78.10%-57.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,718 | $2,092-17.9% | $2,854-39.8% | $2,440-29.6% |
| Participant deferral / active EE | $3,505 | $2,887+21.4% | $3,885-9.8% | $3,607-2.8% |
| Admin fee / account holder | $3,935 | $3,972-0.9% | $5,351-26.5% | $5,124-23.2% |