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 | $22,586 | $45,035-49.8% | $62,995-64.1% | $70,131-67.8% |
| Participation rate | 97.0% | 69.5%+27.4pp | 74.8%+22.2pp | 69.5%+27.4pp |
| Annual return | 14.14% | 18.76%-4.6pp | 87.57%-73.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,833 | $2,051-10.6% | $2,759-33.6% | $2,342-21.7% |
| Participant deferral / active EE | $3,363 | $2,465+36.5% | $3,329+1.0% | $3,332+1.0% |
| Admin fee / account holder | $4,701 | $2,834+65.9% | $3,600+30.6% | $4,645+1.2% |