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 | $20,452 | $45,035-54.6% | $62,995-67.5% | $70,131-70.8% |
| Participation rate | 76.7% | 69.5%+7.1pp | 74.8%+1.9pp | 69.5%+7.1pp |
| Annual return | 36.80% | 18.76%+18.0pp | 87.57%-50.8pp | 73.14%-36.3pp |
| Employer contribution / active EE | $4,225 | $2,051+106.0% | $2,759+53.1% | $2,342+80.4% |
| Participant deferral / active EE | $3,087 | $2,465+25.3% | $3,329-7.3% | $3,332-7.3% |
| Admin fee / account holder | $2,527 | $2,834-10.8% | $3,600-29.8% | $4,645-45.6% |