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 | $28,165 | $46,869-39.9% | $122,332-77.0% | $70,131-59.8% |
| Participation rate | 80.4% | 58.2%+22.2pp | 71.6%+8.8pp | 69.5%+10.9pp |
| Annual return | 13.50% | 24.22%-10.7pp | 30.27%-16.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,090 | $1,288-15.4% | $4,050-73.1% | $2,342-53.5% |
| Participant deferral / active EE | $1,975 | $2,166-8.8% | $3,287-39.9% | $3,332-40.7% |
| Admin fee / account holder | $1,950 | $3,322-41.3% | $5,478-64.4% | $4,645-58.0% |