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 | $21,942 | $48,076-54.4% | $78,689-72.1% | $62,891-65.1% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | 8.86% | 31.35%-22.5pp | 62.18%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,269 | $2,015-37.0% | $2,851-55.5% | $2,281-44.4% |
| Participant deferral / active EE | $2,159 | $2,588-16.6% | $3,517-38.6% | $3,203-32.6% |
| Admin fee / account holder | $1,628 | $3,207-49.2% | $4,510-63.9% | $4,296-62.1% |