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 | $28,544 | $58,851-51.5% | $115,157-75.2% | $72,985-60.9% |
| Participation rate | 84.8% | 65.5%+19.3pp | 75.9%+8.9pp | 69.5%+15.4pp |
| Annual return | 20.57% | 23.16%-2.6pp | 35.60%-15.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,195 | $2,643+58.7% | $4,168+0.6% | $3,607+16.3% |
| Admin fee / account holder | $1,688 | $6,370-73.5% | $7,088-76.2% | $5,124-67.1% |