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 | $17,891 | $46,553-61.6% | $64,056-72.1% | $75,163-76.2% |
| Participation rate | 84.0% | 65.9%+18.1pp | 72.3%+11.7pp | 67.2%+16.8pp |
| Annual return | 15.99% | 26.03%-10.0pp | 33.69%-17.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,785 | $1,974+41.1% | $2,747+1.4% | $2,670+4.3% |
| Participant deferral / active EE | $3,680 | $2,837+29.7% | $3,880-5.2% | $4,125-10.8% |
| Admin fee / account holder | $1,246 | $2,952-57.8% | $3,068-59.4% | $5,651-78.0% |