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 | $25,661 | $54,762-53.1% | $90,281-71.6% | $72,985-64.8% |
| Participation rate | 78.1% | 65.1%+13.0pp | 73.3%+4.9pp | 69.5%+8.6pp |
| Annual return | 22.04% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,988 | $2,092-5.0% | $2,854-30.3% | $2,440-18.5% |
| Participant deferral / active EE | $3,263 | $2,887+13.0% | $3,885-16.0% | $3,607-9.6% |
| Admin fee / account holder | $4,493 | $3,972+13.1% | $5,351-16.0% | $5,124-12.3% |