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 | $23,918 | $54,541-56.1% | $78,778-69.6% | $70,131-65.9% |
| Participation rate | 76.2% | 60.8%+15.4pp | 69.2%+7.0pp | 69.5%+6.6pp |
| Annual return | 16.67% | 21.07%-4.4pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,452 | $1,089+33.4% | $1,986-26.9% | $2,342-38.0% |
| Participant deferral / active EE | $2,150 | $2,210-2.7% | $2,958-27.3% | $3,332-35.5% |
| Admin fee / account holder | $2,096 | $3,709-43.5% | $5,134-59.2% | $4,645-54.9% |