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 | $28,254 | $45,035-37.3% | $62,995-55.1% | $70,131-59.7% |
| Participation rate | 80.2% | 69.5%+10.7pp | 74.8%+5.4pp | 69.5%+10.7pp |
| Annual return | 19.02% | 18.76%+0.3pp | 87.57%-68.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,552 | $2,051+24.4% | $2,759-7.5% | $2,342+8.9% |
| Participant deferral / active EE | $850 | $2,465-65.5% | $3,329-74.5% | $3,332-74.5% |
| Admin fee / account holder | $767 | $2,834-72.9% | $3,600-78.7% | $4,645-83.5% |