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 | $25,129 | $65,041-61.4% | $90,951-72.4% | $79,858-68.5% |
| Participation rate | 75.8% | 61.6%+14.2pp | 69.0%+6.7pp | 69.6%+6.1pp |
| Annual return | 12.53% | 30.45%-17.9pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,120 | $1,247+70.0% | $2,122-0.1% | $2,471-14.2% |
| Participant deferral / active EE | $3,620 | $2,512+44.1% | $3,373+7.3% | $3,740-3.2% |
| Admin fee / account holder | $3,046 | $4,536-32.8% | $5,959-48.9% | $5,306-42.6% |