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 | $23,394 | $58,851-60.2% | $115,157-79.7% | $72,985-67.9% |
| Participation rate | 85.7% | 65.5%+20.2pp | 75.9%+9.8pp | 69.5%+16.2pp |
| Annual return | 20.37% | 23.16%-2.8pp | 35.60%-15.2pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,749 | $1,798+52.9% | $3,179-13.5% | $2,440+12.7% |
| Participant deferral / active EE | $1,036 | $2,643-60.8% | $4,168-75.2% | $3,607-71.3% |
| Admin fee / account holder | $711 | $6,370-88.8% | $7,088-90.0% | $5,124-86.1% |