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 | $19,851 | $45,035-55.9% | $62,995-68.5% | $70,131-71.7% |
| Participation rate | 89.3% | 69.5%+19.8pp | 74.8%+14.5pp | 69.5%+19.7pp |
| Annual return | 37.62% | 18.76%+18.9pp | 87.57%-49.9pp | 73.14%-35.5pp |
| Employer contribution / active EE | $2,979 | $2,051+45.2% | $2,759+8.0% | $2,342+27.2% |
| Participant deferral / active EE | $6,660 | $2,465+170.2% | $3,329+100.0% | $3,332+99.9% |
| Admin fee / account holder | $998 | $2,834-64.8% | $3,600-72.3% | $4,645-78.5% |