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 | $21,493 | $72,012-70.2% | $185,823-88.4% | $79,858-73.1% |
| Participation rate | 76.7% | 65.8%+11.0pp | 78.0%-1.3pp | 69.6%+7.1pp |
| Annual return | 19.47% | 23.12%-3.6pp | 35.95%-16.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,846 | $1,965-6.1% | $4,087-54.8% | $2,471-25.3% |
| Participant deferral / active EE | $2,490 | $3,779-34.1% | $5,632-55.8% | $3,740-33.4% |
| Admin fee / account holder | $693 | $4,513-84.6% | $9,500-92.7% | $5,306-86.9% |