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 | $20,546 | $65,365-68.6% | $92,893-77.9% | $72,985-71.8% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 22.79% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,493 | $2,594-42.5% | $3,653-59.1% | $2,440-38.8% |
| Participant deferral / active EE | $2,131 | $3,128-31.9% | $4,236-49.7% | $3,607-40.9% |
| Admin fee / account holder | $1,365 | $4,251-67.9% | $5,794-76.4% | $5,124-73.4% |