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 | $25,679 | $39,122-34.4% | $57,179-55.1% | $62,891-59.2% |
| Participation rate | 95.3% | 70.5%+24.8pp | 75.3%+20.0pp | 69.3%+26.0pp |
| Annual return | 5.79% | 9.23%-3.4pp | 14.59%-8.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,375 | $1,874+80.1% | $2,682+25.8% | $2,281+48.0% |
| Participant deferral / active EE | $2,132 | $2,374-10.2% | $3,096-31.2% | $3,203-33.4% |
| Admin fee / account holder | $615 | $2,592-76.3% | $3,139-80.4% | $4,296-85.7% |