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 | $44,386 | $52,681-15.7% | $75,781-41.4% | $59,632-25.6% |
| Participation rate | 77.6% | 67.2%+10.3pp | 75.8%+1.7pp | 68.7%+8.9pp |
| Annual return | 5.30% | 2.95%+2.3pp | 9.68%-4.4pp | 2041.28%-2036.0pp |
| Employer contribution / active EE | $2,575 | $2,193+17.4% | $3,323-22.5% | $2,203+16.9% |
| Participant deferral / active EE | $4,234 | $2,591+63.4% | $3,651+16.0% | $3,192+32.7% |
| Admin fee / account holder | $9,873 | $3,610+173.5% | $5,299+86.3% | $4,297+129.8% |