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 | $23,134 | $58,512-60.5% | $84,015-72.5% | $72,985-68.3% |
| Participation rate | 72.0% | 61.2%+10.8pp | 69.0%+3.0pp | 69.5%+2.5pp |
| Annual return | 24.32% | 28.93%-4.6pp | 71.31%-47.0pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,192 | $1,163+2.5% | $1,983-39.9% | $2,440-51.1% |
| Participant deferral / active EE | $1,604 | $2,394-33.0% | $3,239-50.5% | $3,607-55.5% |
| Admin fee / account holder | $3,957 | $4,569-13.4% | $6,101-35.1% | $5,124-22.8% |