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 | $29,118 | $65,365-55.5% | $92,893-68.7% | $72,985-60.1% |
| Participation rate | 73.3% | 68.3%+5.0pp | 76.0%-2.7pp | 69.5%+3.8pp |
| Annual return | 25.76% | 42.10%-16.3pp | 109.41%-83.7pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,387 | $2,594-46.5% | $3,653-62.0% | $2,440-43.1% |
| Participant deferral / active EE | $2,633 | $3,128-15.8% | $4,236-37.8% | $3,607-27.0% |
| Admin fee / account holder | $1,779 | $4,251-58.2% | $5,794-69.3% | $5,124-65.3% |