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 | $48,855 | $52,519-7.0% | $155,790-68.6% | $59,632-18.1% |
| Participation rate | 75.0% | 61.7%+13.3pp | 76.1%-1.1pp | 68.7%+6.3pp |
| Annual return | 1.53% | 53.51%-52.0pp | 71.54%-70.0pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $1,397 | $1,589-12.1% | $3,836-63.6% | $2,203-36.6% |
| Participant deferral / active EE | $3,553 | $3,084+15.2% | $4,797-25.9% | $3,192+11.3% |
| Admin fee / account holder | $23,856 | $3,540+573.9% | $7,478+219.0% | $4,297+455.2% |