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 | $18,323 | $46,869-60.9% | $122,332-85.0% | $70,131-73.9% |
| Participation rate | 83.3% | 58.2%+25.1pp | 71.6%+11.7pp | 69.5%+13.8pp |
| Annual return | 14.42% | 24.22%-9.8pp | 30.27%-15.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,535 | $1,288+19.2% | $4,050-62.1% | $2,342-34.5% |
| Participant deferral / active EE | $3,758 | $2,166+73.5% | $3,287+14.3% | $3,332+12.8% |
| Admin fee / account holder | $1,189 | $3,322-64.2% | $5,478-78.3% | $4,645-74.4% |