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 | $19,265 | $99,341-80.6% | $84,750-77.3% | $273,961-93.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.04% | 22.93%-16.9pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,064 | $4,214-74.7% | $3,574-70.2% | $4,869-78.1% |
| Participant deferral / active EE | $1,064 | $4,269-75.1% | $3,712-71.3% | $5,287-79.9% |
| Admin fee / account holder | $6,150 | $6,644-7.4% | $5,332+15.3% | $10,132-39.3% |