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 | $25,711 | $64,480-60.1% | $81,382-68.4% | $80,856-68.2% |
| Participation rate | 96.0% | 63.9%+32.1pp | 69.5%+26.5pp | 67.6%+28.4pp |
| Annual return | 13.21% | 16.34%-3.1pp | 24.73%-11.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,381 | $1,978+20.4% | $2,463-3.3% | $2,755-13.6% |
| Participant deferral / active EE | $1,823 | $3,094-41.1% | $3,883-53.1% | $4,296-57.6% |
| Admin fee / account holder | $741 | $5,671-86.9% | $5,768-87.2% | $6,918-89.3% |