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 | $24,978 | $45,035-44.5% | $62,995-60.3% | $70,131-64.4% |
| Participation rate | 89.5% | 69.5%+19.9pp | 74.8%+14.7pp | 69.5%+19.9pp |
| Annual return | 25.71% | 18.76%+7.0pp | 87.57%-61.9pp | 73.14%-47.4pp |
| Employer contribution / active EE | $2,263 | $2,051+10.3% | $2,759-18.0% | $2,342-3.4% |
| Participant deferral / active EE | $2,255 | $2,465-8.5% | $3,329-32.3% | $3,332-32.3% |
| Admin fee / account holder | $616 | $2,834-78.2% | $3,600-82.9% | $4,645-86.7% |