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 | $21,383 | $76,552-72.1% | $123,892-82.7% | $62,891-66.0% |
| Participation rate | 73.1% | 73.0%+0.1pp | 81.4%-8.3pp | 69.3%+3.8pp |
| Annual return | 9.91% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $3,034 | $2,883+5.3% | $4,617-34.3% | $2,281+33.0% |
| Participant deferral / active EE | $7,103 | $4,840+46.8% | $5,984+18.7% | $3,203+121.8% |
| Admin fee / account holder | $2,955 | $4,826-38.8% | $8,357-64.6% | $4,296-31.2% |