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 | $21,028 | $45,035-53.3% | $62,995-66.6% | $70,131-70.0% |
| Participation rate | 92.9% | 69.5%+23.3pp | 74.8%+18.0pp | 69.5%+23.3pp |
| Annual return | 12.59% | 18.76%-6.2pp | 87.57%-75.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,395 | $2,051-32.0% | $2,759-49.4% | $2,342-40.4% |
| Participant deferral / active EE | $1,386 | $2,465-43.8% | $3,329-58.4% | $3,332-58.4% |
| Admin fee / account holder | $1,642 | $2,834-42.1% | $3,600-54.4% | $4,645-64.6% |