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 | $27,958 | $67,606-58.6% | $82,313-66.0% | $70,131-60.1% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 18.72% | 21.57%-2.8pp | 25.88%-7.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,384 | $1,755+35.9% | $2,428-1.8% | $2,342+1.8% |
| Participant deferral / active EE | $4,099 | $2,987+37.2% | $3,706+10.6% | $3,332+23.0% |
| Admin fee / account holder | $764 | $4,512-83.1% | $5,608-86.4% | $4,645-83.5% |