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 | $21,836 | $91,037-76.0% | $71,671-69.5% | $147,584-85.2% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 18.43% | 20.48%-2.0pp | 20.65%-2.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,119 | $3,327-36.3% | $2,460-13.8% | $4,876-56.5% |
| Participant deferral / active EE | $2,992 | $4,498-33.5% | $3,438-13.0% | $5,439-45.0% |
| Admin fee / account holder | $3,186 | $8,613-63.0% | $5,558-42.7% | $10,885-70.7% |