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 | $23,821 | $80,717-70.5% | $154,803-84.6% | $84,808-71.9% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 14.51% | 37.96%-23.4pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,142 | $2,761-22.4% | $4,305-50.2% | $2,631-18.6% |
| Participant deferral / active EE | $3,346 | $3,303+1.3% | $5,540-39.6% | $4,212-20.6% |
| Admin fee / account holder | $2,731 | $6,746-59.5% | $14,329-80.9% | $7,344-62.8% |