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 | $38,243 | $54,762-30.2% | $90,281-57.6% | $72,985-47.6% |
| Participation rate | 74.0% | 65.1%+8.9pp | 73.3%+0.7pp | 69.5%+4.5pp |
| Annual return | 22.22% | 30.63%-8.4pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,077 | $2,092-0.7% | $2,854-27.2% | $2,440-14.9% |
| Participant deferral / active EE | $2,801 | $2,887-3.0% | $3,885-27.9% | $3,607-22.3% |
| Admin fee / account holder | $12,579 | $3,972+216.7% | $5,351+135.1% | $5,124+145.5% |