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 | $37,922 | $45,035-15.8% | $62,995-39.8% | $70,131-45.9% |
| Participation rate | 98.9% | 69.5%+29.4pp | 74.8%+24.1pp | 69.5%+29.4pp |
| Annual return | 16.40% | 18.76%-2.4pp | 87.57%-71.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,387 | $2,051+16.4% | $2,759-13.5% | $2,342+1.9% |
| Participant deferral / active EE | $1,122 | $2,465-54.5% | $3,329-66.3% | $3,332-66.3% |
| Admin fee / account holder | $2,644 | $2,834-6.7% | $3,600-26.6% | $4,645-43.1% |