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 | $25,593 | $56,277-54.5% | $80,975-68.4% | $62,891-59.3% |
| Participation rate | 77.6% | 69.0%+8.6pp | 75.8%+1.8pp | 69.3%+8.3pp |
| Annual return | 7.50% | 22.12%-14.6pp | 17.10%-9.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,628 | $1,943+35.3% | $3,714-29.3% | $2,281+15.2% |
| Participant deferral / active EE | $5,171 | $4,195+23.3% | $5,696-9.2% | $3,203+61.5% |
| Admin fee / account holder | $1,269 | $3,741-66.1% | $5,516-77.0% | $4,296-70.4% |