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 | $26,499 | $49,227-46.2% | $70,449-62.4% | $79,858-66.8% |
| Participation rate | 98.0% | 69.2%+28.8pp | 75.1%+22.9pp | 69.6%+28.4pp |
| Annual return | 14.62% | 30.06%-15.4pp | 109.03%-94.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,538 | $2,099+20.9% | $2,737-7.3% | $2,471+2.7% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,788 | $2,878-37.9% | $3,845-53.5% | $5,306-66.3% |