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 | $21,094 | $49,177-57.1% | $79,464-73.5% | $64,186-67.1% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.6%+22.7pp |
| Annual return | 22.48% | -1.16%+23.6pp | 718.14%-695.7pp | 7.63%+14.8pp |
| Employer contribution / active EE | $2,315 | $2,076+11.5% | $2,800-17.3% | $2,381-2.8% |
| Participant deferral / active EE | $1,479 | $2,821-47.6% | $3,704-60.1% | $3,470-57.4% |
| Admin fee / account holder | $3,520 | $3,839-8.3% | $5,113-31.2% | $4,888-28.0% |