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 | $32,848 | $63,346-48.1% | $92,233-64.4% | $70,131-53.2% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 18.65% | 530.12%-511.5pp | 176.28%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,327 | $2,471-5.8% | $3,679-36.8% | $2,342-0.7% |
| Participant deferral / active EE | $2,946 | $2,854+3.2% | $3,897-24.4% | $3,332-11.6% |
| Admin fee / account holder | $1,344 | $3,840-65.0% | $5,194-74.1% | $4,645-71.1% |