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 | $23,647 | $62,573-62.2% | $85,682-72.4% | $85,850-72.5% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.9%+10.1pp | 69.3%+10.7pp |
| Annual return | 14.68% | 23.77%-9.1pp | 21.49%-6.8pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,828 | $1,757+4.0% | $2,618-30.2% | $2,565-28.7% |
| Participant deferral / active EE | $4,041 | $2,802+44.2% | $3,923+3.0% | $3,952+2.3% |
| Admin fee / account holder | $2,820 | $4,640-39.2% | $6,873-59.0% | $6,260-54.9% |