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 | $16,959 | $54,762-69.0% | $90,281-81.2% | $72,985-76.8% |
| Participation rate | 76.0% | 65.1%+10.9pp | 73.3%+2.7pp | 69.5%+6.5pp |
| Annual return | 21.02% | 30.63%-9.6pp | 78.10%-57.1pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,109 | $2,092+0.8% | $2,854-26.1% | $2,440-13.6% |
| Participant deferral / active EE | $2,185 | $2,887-24.3% | $3,885-43.8% | $3,607-39.4% |
| Admin fee / account holder | $2,926 | $3,972-26.3% | $5,351-45.3% | $5,124-42.9% |