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 | $24,680 | $46,869-47.3% | $122,332-79.8% | $70,131-64.8% |
| Participation rate | 90.3% | 58.2%+32.1pp | 71.6%+18.7pp | 69.5%+20.8pp |
| Annual return | 16.29% | 24.22%-7.9pp | 30.27%-14.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,421 | $1,288+10.3% | $4,050-64.9% | $2,342-39.3% |
| Participant deferral / active EE | $1,853 | $2,166-14.5% | $3,287-43.6% | $3,332-44.4% |
| Admin fee / account holder | $3,305 | $3,322-0.5% | $5,478-39.7% | $4,645-28.8% |