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 | $28,957 | $99,341-70.9% | $84,750-65.8% | $273,961-89.4% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 9.32% | 22.93%-13.6pp | 22.78%-13.5pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,220 | $4,214-71.1% | $3,574-65.9% | $4,869-74.9% |
| Participant deferral / active EE | $2,476 | $4,269-42.0% | $3,712-33.3% | $5,287-53.2% |
| Admin fee / account holder | $1,096 | $6,644-83.5% | $5,332-79.4% | $10,132-89.2% |