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 | $51,763 | $45,035+14.9% | $62,995-17.8% | $70,131-26.2% |
| Participation rate | 97.3% | 69.5%+27.8pp | 74.8%+22.5pp | 69.5%+27.8pp |
| Annual return | 13.35% | 18.76%-5.4pp | 87.57%-74.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $457 | $2,051-77.7% | $2,759-83.4% | $2,342-80.5% |
| Participant deferral / active EE | $988 | $2,465-59.9% | $3,329-70.3% | $3,332-70.3% |
| Admin fee / account holder | $3,999 | $2,834+41.1% | $3,600+11.1% | $4,645-13.9% |