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 | $25,301 | $72,177-64.9% | $115,037-78.0% | $59,632-57.6% |
| Participation rate | 75.7% | 72.6%+3.1pp | 81.4%-5.7pp | 68.7%+7.0pp |
| Annual return | 1.34% | 12.02%-10.7pp | 26.14%-24.8pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $2,966 | $2,841+4.4% | $4,608-35.6% | $2,203+34.6% |
| Participant deferral / active EE | $6,589 | $4,783+37.8% | $6,026+9.3% | $3,192+106.4% |
| Admin fee / account holder | $2,012 | $4,927-59.2% | $8,175-75.4% | $4,297-53.2% |