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 | $37,208 | $65,365-43.1% | $92,893-59.9% | $72,985-49.0% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.0%+21.8pp | 69.5%+28.3pp |
| Annual return | 31.49% | 42.10%-10.6pp | 109.41%-77.9pp | 81.00%-49.5pp |
| Employer contribution / active EE | $2,672 | $2,594+3.0% | $3,653-26.9% | $2,440+9.5% |
| Participant deferral / active EE | $4,510 | $3,128+44.2% | $4,236+6.5% | $3,607+25.0% |
| Admin fee / account holder | $953 | $4,251-77.6% | $5,794-83.6% | $5,124-81.4% |