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 | $18,956 | $54,762-65.4% | $90,281-79.0% | $72,985-74.0% |
| Participation rate | 75.8% | 65.1%+10.6pp | 73.3%+2.5pp | 69.5%+6.3pp |
| Annual return | 19.43% | 30.63%-11.2pp | 78.10%-58.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,563 | $2,092-25.3% | $2,854-45.3% | $2,440-36.0% |
| Participant deferral / active EE | $3,226 | $2,887+11.7% | $3,885-17.0% | $3,607-10.6% |
| Admin fee / account holder | $2,406 | $3,972-39.4% | $5,351-55.0% | $5,124-53.1% |