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 | $22,407 | $62,672-64.2% | $185,117-87.9% | $70,131-68.0% |
| Participation rate | 91.3% | 63.8%+27.5pp | 77.3%+14.0pp | 69.5%+21.8pp |
| Annual return | 18.33% | 40.79%-22.5pp | 40.50%-22.2pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,421 | $1,753+38.1% | $4,182-42.1% | $2,342+3.4% |
| Participant deferral / active EE | $5,014 | $3,272+53.3% | $5,045-0.6% | $3,332+50.5% |
| Admin fee / account holder | $1,676 | $3,932-57.4% | $8,159-79.5% | $4,645-63.9% |