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 | $58,202 | $61,605-5.5% | $112,229-48.1% | $75,163-22.6% |
| Participation rate | 73.5% | 61.7%+11.8pp | 72.4%+1.1pp | 67.2%+6.3pp |
| Annual return | 15.30% | 28.47%-13.2pp | 30.20%-14.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $4,412 | $2,015+118.9% | $3,430+28.6% | $2,670+65.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,798-100.0% | $4,125-100.0% |
| Admin fee / account holder | $331 | $4,862-93.2% | $7,748-95.7% | $5,651-94.2% |