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 | $17,785 | $68,719-74.1% | $91,541-80.6% | $84,808-79.0% |
| Participation rate | 92.0% | 64.5%+27.5pp | 69.8%+22.2pp | 68.3%+23.7pp |
| Annual return | 23.63% | 19.12%+4.5pp | 20.50%+3.1pp | 40.90%-17.3pp |
| Employer contribution / active EE | $2,225 | $1,920+15.9% | $2,505-11.1% | $2,631-15.4% |
| Participant deferral / active EE | $3,028 | $3,136-3.4% | $4,008-24.4% | $4,212-28.1% |
| Admin fee / account holder | $1,225 | $5,786-78.8% | $6,956-82.4% | $7,344-83.3% |