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 | $26,320 | $72,277-63.6% | $101,248-74.0% | $79,858-67.0% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 11.79% | 22.30%-10.5pp | 46.47%-34.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,923 | $2,692+8.6% | $3,660-20.1% | $2,471+18.3% |
| Participant deferral / active EE | $2,168 | $3,282-33.9% | $4,370-50.4% | $3,740-42.0% |
| Admin fee / account holder | $1,297 | $4,400-70.5% | $5,945-78.2% | $5,306-75.6% |