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 | $25,192 | $45,035-44.1% | $62,995-60.0% | $70,131-64.1% |
| Participation rate | 86.4% | 69.5%+16.8pp | 74.8%+11.6pp | 69.5%+16.8pp |
| Annual return | 18.49% | 18.76%-0.3pp | 87.57%-69.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,800 | $2,051+36.5% | $2,759+1.5% | $2,342+19.5% |
| Participant deferral / active EE | $1,836 | $2,465-25.5% | $3,329-44.8% | $3,332-44.9% |
| Admin fee / account holder | $931 | $2,834-67.1% | $3,600-74.1% | $4,645-79.9% |