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 | $27,335 | $45,035-39.3% | $62,995-56.6% | $70,131-61.0% |
| Participation rate | 98.2% | 69.5%+28.7pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 14.05% | 18.76%-4.7pp | 87.57%-73.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,962 | $2,051+44.4% | $2,759+7.3% | $2,342+26.4% |
| Participant deferral / active EE | $1,617 | $2,465-34.4% | $3,329-51.4% | $3,332-51.5% |
| Admin fee / account holder | $832 | $2,834-70.6% | $3,600-76.9% | $4,645-82.1% |