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 | $36,790 | $58,512-37.1% | $84,015-56.2% | $72,985-49.6% |
| Participation rate | 89.2% | 61.2%+28.0pp | 69.0%+20.2pp | 69.5%+19.7pp |
| Annual return | 16.93% | 28.93%-12.0pp | 71.31%-54.4pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,406 | $1,163+20.9% | $1,983-29.1% | $2,440-42.4% |
| Participant deferral / active EE | $3,336 | $2,394+39.4% | $3,239+3.0% | $3,607-7.5% |
| Admin fee / account holder | $3,936 | $4,569-13.9% | $6,101-35.5% | $5,124-23.2% |