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 | $58,448 | $90,348-35.3% | $75,972-23.1% | $145,922-59.9% |
| Participation rate | 94.4% | 74.5%+20.0pp | 69.1%+25.4pp | 80.3%+14.2pp |
| Annual return | 10.34% | 620.88%-610.5pp | 359.55%-349.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,263 | $3,311-1.4% | $2,685+21.5% | $4,660-30.0% |
| Participant deferral / active EE | $5,095 | $5,162-1.3% | $4,255+19.7% | $6,688-23.8% |
| Admin fee / account holder | $13,370 | $8,467+57.9% | $6,467+106.8% | $13,397-0.2% |