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 | $42,601 | $71,050-40.0% | $93,606-54.5% | $80,856-47.3% |
| Participation rate | 74.6% | 60.4%+14.2pp | 68.7%+5.9pp | 67.6%+6.9pp |
| Annual return | 10.13% | 11.26%-1.1pp | 133.20%-123.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,790 | $1,564+14.5% | $2,420-26.0% | $2,755-35.0% |
| Participant deferral / active EE | $5,451 | $4,034+35.1% | $4,411+23.6% | $4,296+26.9% |
| Admin fee / account holder | $10,045 | $6,945+44.6% | $8,285+21.2% | $6,918+45.2% |