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 | $46,796 | $74,888-37.5% | $71,209-34.3% | $142,382-67.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.13% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,507 | $2,854-12.2% | $2,721-7.9% | $4,299-41.7% |
| Participant deferral / active EE | $3,132 | $4,454-29.7% | $4,175-25.0% | $6,507-51.9% |
| Admin fee / account holder | $18,657 | $5,568+235.1% | $5,349+248.8% | $12,624+47.8% |