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 | $18,492 | $63,355-70.8% | $91,989-79.9% | $72,985-74.7% |
| Participation rate | 82.9% | 72.5%+10.4pp | 78.6%+4.3pp | 69.5%+13.4pp |
| Annual return | 33.41% | 35.35%-1.9pp | 69.02%-35.6pp | 81.00%-47.6pp |
| Employer contribution / active EE | $1,560 | $2,116-26.3% | $3,452-54.8% | $2,440-36.1% |
| Participant deferral / active EE | $4,539 | $4,883-7.0% | $5,923-23.4% | $3,607+25.8% |
| Admin fee / account holder | $2,358 | $4,668-49.5% | $7,743-69.6% | $5,124-54.0% |