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 | $26,361 | $45,073-41.5% | $69,455-62.0% | $72,985-63.9% |
| Participation rate | 97.9% | 68.5%+29.4pp | 74.6%+23.3pp | 69.5%+28.4pp |
| Annual return | 26.10% | 22.65%+3.4pp | 28.97%-2.9pp | 81.00%-54.9pp |
| Employer contribution / active EE | $3,104 | $2,054+51.1% | $2,779+11.7% | $2,440+27.2% |
| Participant deferral / active EE | $4,517 | $2,602+73.6% | $3,535+27.8% | $3,607+25.2% |
| Admin fee / account holder | $1,196 | $3,056-60.9% | $3,839-68.9% | $5,124-76.7% |