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 | $26,259 | $80,717-67.5% | $154,803-83.0% | $84,808-69.0% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 19.88% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,855 | $2,761-32.8% | $4,305-56.9% | $2,631-29.5% |
| Participant deferral / active EE | $3,757 | $3,303+13.7% | $5,540-32.2% | $4,212-10.8% |
| Admin fee / account holder | $1,453 | $6,746-78.5% | $14,329-89.9% | $7,344-80.2% |