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 | $23,671 | $45,035-47.4% | $62,995-62.4% | $70,131-66.2% |
| Participation rate | 79.6% | 69.5%+10.1pp | 74.8%+4.8pp | 69.5%+10.1pp |
| Annual return | 16.91% | 18.76%-1.8pp | 87.57%-70.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,323 | $2,051-35.5% | $2,759-52.0% | $2,342-43.5% |
| Participant deferral / active EE | $1,957 | $2,465-20.6% | $3,329-41.2% | $3,332-41.3% |
| Admin fee / account holder | $1,647 | $2,834-41.9% | $3,600-54.2% | $4,645-64.5% |