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 | $26,118 | $54,380-52.0% | $68,509-61.9% | $59,632-56.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 8.36% | 2.83%+5.5pp | 8.27%+0.1pp | 2041.28%-2032.9pp |
| Employer contribution / active EE | $2,239 | $1,539+45.6% | $2,278-1.7% | $2,203+1.7% |
| Participant deferral / active EE | $4,758 | $2,643+80.0% | $3,382+40.7% | $3,192+49.1% |
| Admin fee / account holder | $5,290 | $3,885+36.1% | $5,275+0.3% | $4,297+23.1% |