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 | $23,886 | $54,762-56.4% | $90,281-73.5% | $72,985-67.3% |
| Participation rate | 96.6% | 65.1%+31.4pp | 73.3%+23.3pp | 69.5%+27.1pp |
| Annual return | 17.57% | 30.63%-13.1pp | 78.10%-60.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,942 | $2,092+40.6% | $2,854+3.1% | $2,440+20.6% |
| Participant deferral / active EE | $1,785 | $2,887-38.2% | $3,885-54.1% | $3,607-50.5% |
| Admin fee / account holder | $2,676 | $3,972-32.6% | $5,351-50.0% | $5,124-47.8% |