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 | $22,084 | $88,707-75.1% | $74,183-70.2% | $273,961-91.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 15.97% | 11.94%+4.0pp | 17.74%-1.8pp | 41.45%-25.5pp |
| Employer contribution / active EE | $2,937 | $3,159-7.0% | $2,370+23.9% | $4,869-39.7% |
| Participant deferral / active EE | $7,409 | $4,212+75.9% | $3,550+108.7% | $5,287+40.1% |
| Admin fee / account holder | $2,384 | $8,717-72.7% | $5,586-57.3% | $10,132-76.5% |