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 6-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 | $14,992 | $46,553-67.8% | $64,056-76.6% | $75,163-80.1% |
| Participation rate | 71.9% | 65.9%+5.9pp | 72.3%-0.4pp | 67.2%+4.7pp |
| Annual return | 18.20% | 26.03%-7.8pp | 33.69%-15.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,942 | $1,974-1.6% | $2,747-29.3% | $2,670-27.3% |
| Participant deferral / active EE | $2,368 | $2,837-16.5% | $3,880-39.0% | $4,125-42.6% |
| Admin fee / account holder | $1,314 | $2,952-55.5% | $3,068-57.2% | $5,651-76.7% |