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 | $22,273 | $81,460-72.7% | $103,333-78.4% | $80,856-72.5% |
| Participation rate | 80.4% | 66.8%+13.5pp | 74.5%+5.9pp | 67.6%+12.8pp |
| Annual return | 11.26% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,784 | $3,105-42.6% | $3,868-53.9% | $2,755-35.2% |
| Participant deferral / active EE | $3,377 | $3,869-12.7% | $5,057-33.2% | $4,296-21.4% |
| Admin fee / account holder | $6,113 | $6,566-6.9% | $8,355-26.8% | $6,918-11.6% |