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 | $25,926 | $45,035-42.4% | $62,995-58.8% | $70,131-63.0% |
| Participation rate | 94.5% | 69.5%+25.0pp | 74.8%+19.7pp | 69.5%+25.0pp |
| Annual return | 22.09% | 18.76%+3.3pp | 87.57%-65.5pp | 73.14%-51.0pp |
| Employer contribution / active EE | $2,778 | $2,051+35.4% | $2,759+0.7% | $2,342+18.6% |
| Participant deferral / active EE | $4,586 | $2,465+86.1% | $3,329+37.7% | $3,332+37.6% |
| Admin fee / account holder | $1,033 | $2,834-63.5% | $3,600-71.3% | $4,645-77.8% |