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 | $25,260 | $70,475-64.2% | $100,516-74.9% | $79,858-68.4% |
| Participation rate | 95.7% | 73.7%+22.0pp | 79.4%+16.3pp | 69.6%+26.0pp |
| Annual return | 18.88% | 21.90%-3.0pp | 30.89%-12.0pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,839 | $2,165-15.0% | $3,418-46.2% | $2,471-25.6% |
| Participant deferral / active EE | $5,419 | $5,181+4.6% | $6,270-13.6% | $3,740+44.9% |
| Admin fee / account holder | $3,148 | $4,478-29.7% | $8,081-61.0% | $5,306-40.7% |