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 | $22,485 | $49,227-54.3% | $70,449-68.1% | $79,858-71.8% |
| Participation rate | 97.8% | 69.2%+28.7pp | 75.1%+22.8pp | 69.6%+28.2pp |
| Annual return | 17.25% | 30.06%-12.8pp | 109.03%-91.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,405 | $2,099-33.0% | $2,737-48.6% | $2,471-43.1% |
| Participant deferral / active EE | $2,664 | $2,768-3.8% | $3,709-28.2% | $3,740-28.8% |
| Admin fee / account holder | $2,056 | $2,878-28.6% | $3,845-46.5% | $5,306-61.3% |