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 | $27,343 | $67,606-59.6% | $82,313-66.8% | $70,131-61.0% |
| Participation rate | 88.4% | 72.8%+15.6pp | 76.9%+11.5pp | 69.5%+18.8pp |
| Annual return | 15.00% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,758 | $1,755+0.2% | $2,428-27.6% | $2,342-25.0% |
| Participant deferral / active EE | $2,006 | $2,987-32.8% | $3,706-45.9% | $3,332-39.8% |
| Admin fee / account holder | $2,274 | $4,512-49.6% | $5,608-59.4% | $4,645-51.0% |