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 | $26,373 | $89,355-70.5% | $141,162-81.3% | $72,985-63.9% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 23.82% | 111.85%-88.0pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,371 | $3,114-23.9% | $4,735-49.9% | $2,440-2.8% |
| Participant deferral / active EE | $5,730 | $5,418+5.8% | $6,709-14.6% | $3,607+58.8% |
| Admin fee / account holder | $1,892 | $5,958-68.2% | $10,261-81.6% | $5,124-63.1% |