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 | $26,691 | $53,018-49.7% | $70,014-61.9% | $62,891-57.6% |
| Participation rate | 97.2% | 67.2%+30.0pp | 71.8%+25.4pp | 69.3%+27.9pp |
| Annual return | 12.72% | 13.35%-0.6pp | 12.99%-0.3pp | 20.14%-7.4pp |
| Employer contribution / active EE | $3,550 | $1,799+97.3% | $2,338+51.8% | $2,281+55.6% |
| Participant deferral / active EE | $5,456 | $2,395+127.8% | $2,931+86.2% | $3,203+70.3% |
| Admin fee / account holder | $667 | $3,690-81.9% | $4,380-84.8% | $4,296-84.5% |