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 | $14,073 | $65,685-78.6% | $57,179-75.4% | $273,961-94.9% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 7.13% | 21.99%-14.9pp | 14.59%-7.5pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,884 | $3,279-12.0% | $2,682+7.5% | $4,869-40.8% |
| Participant deferral / active EE | $3,050 | $3,782-19.3% | $3,096-1.5% | $5,287-42.3% |
| Admin fee / account holder | $1,061 | $4,835-78.0% | $3,139-66.2% | $10,132-89.5% |