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 | $38,467 | $70,475-45.4% | $100,516-61.7% | $79,858-51.8% |
| Participation rate | 75.9% | 73.7%+2.2pp | 79.4%-3.5pp | 69.6%+6.2pp |
| Annual return | 18.85% | 21.90%-3.0pp | 30.89%-12.0pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,311 | $2,165+6.8% | $3,418-32.4% | $2,471-6.5% |
| Participant deferral / active EE | $5,389 | $5,181+4.0% | $6,270-14.1% | $3,740+44.1% |
| Admin fee / account holder | $18,210 | $4,478+306.6% | $8,081+125.3% | $5,306+243.2% |