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 | $23,778 | $127,065-81.3% | $113,168-79.0% | $142,382-83.3% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 10.46% | 24.03%-13.6pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,392 | $3,442-59.6% | $2,975-53.2% | $4,299-67.6% |
| Participant deferral / active EE | $2,081 | $5,716-63.6% | $5,107-59.3% | $6,507-68.0% |
| Admin fee / account holder | $1,338 | $15,736-91.5% | $12,068-88.9% | $12,624-89.4% |