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 | $13,817 | $45,035-69.3% | $62,995-78.1% | $70,131-80.3% |
| Participation rate | 95.0% | 69.5%+25.5pp | 74.8%+20.2pp | 69.5%+25.5pp |
| Annual return | 11.75% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,576 | $2,051-23.2% | $2,759-42.9% | $2,342-32.7% |
| Participant deferral / active EE | $1,889 | $2,465-23.3% | $3,329-43.3% | $3,332-43.3% |
| Admin fee / account holder | $3,088 | $2,834+9.0% | $3,600-14.2% | $4,645-33.5% |