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 | $24,994 | $56,054-55.4% | $171,082-85.4% | $62,891-60.3% |
| Participation rate | 92.9% | 62.9%+30.0pp | 76.7%+16.2pp | 69.3%+23.6pp |
| Annual return | 8.57% | 22.52%-13.9pp | 32.56%-24.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,677 | $1,731-3.2% | $4,002-58.1% | $2,281-26.5% |
| Participant deferral / active EE | $4,018 | $3,158+27.2% | $4,797-16.3% | $3,203+25.4% |
| Admin fee / account holder | $968 | $3,647-73.5% | $8,520-88.6% | $4,296-77.5% |