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 | $37,371 | $89,355-58.2% | $141,162-73.5% | $72,985-48.8% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.5%+1.6pp | 69.5%+14.6pp |
| Annual return | 21.23% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,806 | $3,114-9.9% | $4,735-40.7% | $2,440+15.0% |
| Participant deferral / active EE | $5,416 | $5,4180% | $6,709-19.3% | $3,607+50.1% |
| Admin fee / account holder | $6,892 | $5,958+15.7% | $10,261-32.8% | $5,124+34.5% |