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 | $24,422 | $90,503-73.0% | $78,689-69.0% | $273,961-91.1% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 18.43% | 75.60%-57.2pp | 62.18%-43.7pp | 41.45%-23.0pp |
| Employer contribution / active EE | $2,909 | $3,176-8.4% | $2,851+2.1% | $4,869-40.2% |
| Participant deferral / active EE | $3,771 | $3,901-3.3% | $3,517+7.2% | $5,287-28.7% |
| Admin fee / account holder | $1,277 | $5,263-75.7% | $4,510-71.7% | $10,132-87.4% |