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 | $31,407 | $77,896-59.7% | $134,172-76.6% | $82,448-61.9% |
| Participation rate | 82.4% | 62.8%+19.6pp | 72.5%+9.9pp | 68.1%+14.3pp |
| Annual return | 16.96% | 18.21%-1.3pp | 25.30%-8.3pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,704 | $2,159-21.1% | $3,420-50.2% | $2,551-33.2% |
| Participant deferral / active EE | $2,282 | $3,162-27.8% | $4,690-51.4% | $4,139-44.9% |
| Admin fee / account holder | $2,431 | $6,336-61.6% | $12,016-79.8% | $7,234-66.4% |