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 | $28,912 | $70,475-59.0% | $100,516-71.2% | $79,858-63.8% |
| Participation rate | 82.4% | 73.7%+8.7pp | 79.4%+3.0pp | 69.6%+12.7pp |
| Annual return | 21.28% | 21.90%-0.6pp | 30.89%-9.6pp | 31.71%-10.4pp |
| Employer contribution / active EE | $2,309 | $2,165+6.7% | $3,418-32.4% | $2,471-6.5% |
| Participant deferral / active EE | $3,641 | $5,181-29.7% | $6,270-41.9% | $3,740-2.6% |
| Admin fee / account holder | $936 | $4,478-79.1% | $8,081-88.4% | $5,306-82.4% |