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 | $22,056 | $40,256-45.2% | $57,343-61.5% | $59,632-63.0% |
| Participation rate | 80.0% | 69.2%+10.8pp | 75.1%+4.9pp | 68.7%+11.3pp |
| Annual return | -1.39% | 27.49%-28.9pp | 24.39%-25.8pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $3,533 | $1,922+83.8% | $2,689+31.4% | $2,203+60.4% |
| Participant deferral / active EE | $3,985 | $2,399+66.1% | $3,162+26.0% | $3,192+24.9% |
| Admin fee / account holder | $463 | $2,818-83.6% | $3,356-86.2% | $4,297-89.2% |