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 | $24,779 | $65,041-61.9% | $90,951-72.8% | $79,858-69.0% |
| Participation rate | 72.2% | 61.6%+10.6pp | 69.0%+3.2pp | 69.6%+2.6pp |
| Annual return | 20.12% | 30.45%-10.3pp | 134.60%-114.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,890 | $1,247+51.6% | $2,122-10.9% | $2,471-23.5% |
| Participant deferral / active EE | $2,538 | $2,512+1.0% | $3,373-24.7% | $3,740-32.1% |
| Admin fee / account holder | $1,225 | $4,536-73.0% | $5,959-79.4% | $5,306-76.9% |