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 | $30,835 | $67,606-54.4% | $82,313-62.5% | $70,131-56.0% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 13.48% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,545 | $1,755-12.0% | $2,428-36.4% | $2,342-34.1% |
| Participant deferral / active EE | $2,499 | $2,987-16.3% | $3,706-32.6% | $3,332-25.0% |
| Admin fee / account holder | $5,411 | $4,512+19.9% | $5,608-3.5% | $4,645+16.5% |