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 | $36,093 | $45,073-19.9% | $69,455-48.0% | $72,985-50.5% |
| Participation rate | 97.7% | 68.5%+29.2pp | 74.6%+23.1pp | 69.5%+28.2pp |
| Annual return | 18.19% | 22.65%-4.5pp | 28.97%-10.8pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,949 | $2,054-5.1% | $2,779-29.9% | $2,440-20.1% |
| Participant deferral / active EE | $1,290 | $2,602-50.4% | $3,535-63.5% | $3,607-64.2% |
| Admin fee / account holder | $656 | $3,056-78.5% | $3,839-82.9% | $5,124-87.2% |