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 | $28,404 | $65,365-56.5% | $92,893-69.4% | $72,985-61.1% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 20.07% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,370 | $2,594+29.9% | $3,653-7.7% | $2,440+38.1% |
| Participant deferral / active EE | $1,584 | $3,128-49.4% | $4,236-62.6% | $3,607-56.1% |
| Admin fee / account holder | $301 | $4,251-92.9% | $5,794-94.8% | $5,124-94.1% |