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 | $25,928 | $45,035-42.4% | $62,995-58.8% | $70,131-63.0% |
| Participation rate | 88.2% | 69.5%+18.7pp | 74.8%+13.4pp | 69.5%+18.7pp |
| Annual return | 14.15% | 18.76%-4.6pp | 87.57%-73.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,377 | $2,051-32.9% | $2,759-50.1% | $2,342-41.2% |
| Participant deferral / active EE | $1,807 | $2,465-26.7% | $3,329-45.7% | $3,332-45.8% |
| Admin fee / account holder | $5,002 | $2,834+76.5% | $3,600+38.9% | $4,645+7.7% |