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 | $38,427 | $56,897-32.5% | $84,750-54.7% | $62,891-38.9% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 8.31% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,907 | $2,400-20.5% | $3,574-46.6% | $2,281-16.4% |
| Participant deferral / active EE | $4,059 | $2,709+49.8% | $3,712+9.4% | $3,203+26.7% |
| Admin fee / account holder | $384 | $3,581-89.3% | $5,332-92.8% | $4,296-91.1% |