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 | $15,238 | $49,227-69.0% | $70,449-78.4% | $79,858-80.9% |
| Participation rate | 84.8% | 69.2%+15.6pp | 75.1%+9.7pp | 69.6%+15.1pp |
| Annual return | 23.45% | 30.06%-6.6pp | 109.03%-85.6pp | 31.71%-8.3pp |
| Employer contribution / active EE | $1,826 | $2,099-13.0% | $2,737-33.3% | $2,471-26.1% |
| Participant deferral / active EE | $3,628 | $2,768+31.1% | $3,709-2.2% | $3,740-3.0% |
| Admin fee / account holder | $1,084 | $2,878-62.3% | $3,845-71.8% | $5,306-79.6% |