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 | $23,566 | $72,012-67.3% | $185,823-87.3% | $79,858-70.5% |
| Participation rate | 86.2% | 65.8%+20.4pp | 78.0%+8.2pp | 69.6%+16.6pp |
| Annual return | 13.83% | 23.12%-9.3pp | 35.95%-22.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,357 | $1,965+20.0% | $4,087-42.3% | $2,471-4.6% |
| Participant deferral / active EE | $2,325 | $3,779-38.5% | $5,632-58.7% | $3,740-37.8% |
| Admin fee / account holder | $3,466 | $4,513-23.2% | $9,500-63.5% | $5,306-34.7% |