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 | $36,967 | $45,035-17.9% | $62,995-41.3% | $70,131-47.3% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 16.34% | 18.76%-2.4pp | 87.57%-71.2pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,920 | $2,051-6.4% | $2,759-30.4% | $2,342-18.0% |
| Participant deferral / active EE | $3,195 | $2,465+29.7% | $3,329-4.0% | $3,332-4.1% |
| Admin fee / account holder | $301 | $2,834-89.4% | $3,600-91.6% | $4,645-93.5% |