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 | $20,833 | $46,869-55.6% | $122,332-83.0% | $70,131-70.3% |
| Participation rate | 89.3% | 58.2%+31.1pp | 71.6%+17.7pp | 69.5%+19.7pp |
| Annual return | 17.85% | 24.22%-6.4pp | 30.27%-12.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,008 | $1,288+55.9% | $4,050-50.4% | $2,342-14.3% |
| Participant deferral / active EE | $3,083 | $2,166+42.3% | $3,287-6.2% | $3,332-7.5% |
| Admin fee / account holder | $909 | $3,322-72.7% | $5,478-83.4% | $4,645-80.4% |