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 | $18,603 | $77,899-76.1% | $149,673-87.6% | $75,163-75.2% |
| Participation rate | 92.1% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.9pp |
| Annual return | 16.17% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,245 | $3,137-28.4% | $4,818-53.4% | $2,670-15.9% |
| Participant deferral / active EE | $3,225 | $3,411-5.4% | $5,680-43.2% | $4,125-21.8% |
| Admin fee / account holder | $2,307 | $5,956-61.3% | $13,210-82.5% | $5,651-59.2% |