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 | $25,221 | $58,512-56.9% | $84,015-70.0% | $72,985-65.4% |
| Participation rate | 77.1% | 61.2%+15.9pp | 69.0%+8.1pp | 69.5%+7.7pp |
| Annual return | 31.82% | 28.93%+2.9pp | 71.31%-39.5pp | 81.00%-49.2pp |
| Employer contribution / active EE | $1,278 | $1,163+9.9% | $1,983-35.6% | $2,440-47.6% |
| Participant deferral / active EE | $3,153 | $2,394+31.7% | $3,239-2.6% | $3,607-12.6% |
| Admin fee / account holder | $952 | $4,569-79.2% | $6,101-84.4% | $5,124-81.4% |