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 | $25,944 | $56,897-54.4% | $84,750-69.4% | $62,891-58.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.22% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,527 | $2,400-36.4% | $3,574-57.3% | $2,281-33.1% |
| Participant deferral / active EE | $4,321 | $2,709+59.5% | $3,712+16.4% | $3,203+34.9% |
| Admin fee / account holder | $5,407 | $3,581+51.0% | $5,332+1.4% | $4,296+25.9% |