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 | $17,239 | $55,706-69.1% | $75,886-77.3% | $72,985-76.4% |
| Participation rate | 78.3% | 61.1%+17.1pp | 69.3%+9.0pp | 69.5%+8.8pp |
| Annual return | 17.59% | 27.59%-10.0pp | 30.76%-13.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,627 | $1,687+55.7% | $2,500+5.0% | $2,440+7.7% |
| Participant deferral / active EE | $3,310 | $2,634+25.7% | $3,603-8.1% | $3,607-8.2% |
| Admin fee / account holder | $7,962 | $3,978+100.1% | $5,418+46.9% | $5,124+55.4% |