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 | $26,300 | $52,681-50.1% | $75,781-65.3% | $59,632-55.9% |
| Participation rate | 90.3% | 67.2%+23.1pp | 75.8%+14.5pp | 68.7%+21.7pp |
| Annual return | -1.50% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,431 | $2,193+10.8% | $3,323-26.9% | $2,203+10.4% |
| Participant deferral / active EE | $2,151 | $2,591-17.0% | $3,651-41.1% | $3,192-32.6% |
| Admin fee / account holder | $439 | $3,610-87.8% | $5,299-91.7% | $4,297-89.8% |