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 | $15,329 | $52,580-70.8% | $71,671-78.6% | $70,131-78.1% |
| Participation rate | 90.6% | 60.9%+29.7pp | 68.7%+21.9pp | 69.5%+21.1pp |
| Annual return | 17.00% | 20.25%-3.3pp | 20.65%-3.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,778 | $1,616+10.0% | $2,460-27.7% | $2,342-24.1% |
| Participant deferral / active EE | $1,911 | $2,386-19.9% | $3,438-44.4% | $3,332-42.7% |
| Admin fee / account holder | $1,522 | $3,653-58.3% | $5,558-72.6% | $4,645-67.2% |