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 | $19,921 | $73,933-73.1% | $96,683-79.4% | $75,163-73.5% |
| Participation rate | 95.5% | 66.4%+29.1pp | 74.3%+21.2pp | 67.2%+28.3pp |
| Annual return | 16.97% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,374 | $2,928-53.1% | $3,737-63.2% | $2,670-48.5% |
| Participant deferral / active EE | $2,285 | $3,659-37.5% | $4,878-53.2% | $4,125-44.6% |
| Admin fee / account holder | $1,249 | $5,216-76.1% | $6,730-81.4% | $5,651-77.9% |