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 | $18,795 | $45,035-58.3% | $62,995-70.2% | $70,131-73.2% |
| Participation rate | 70.3% | 69.5%+0.8pp | 74.8%-4.5pp | 69.5%+0.8pp |
| Annual return | 12.61% | 18.76%-6.1pp | 87.57%-75.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,861 | $2,051-9.3% | $2,759-32.5% | $2,342-20.5% |
| Participant deferral / active EE | $2,271 | $2,465-7.9% | $3,329-31.8% | $3,332-31.8% |
| Admin fee / account holder | $1,709 | $2,834-39.7% | $3,600-52.5% | $4,645-63.2% |