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 | $43,198 | $63,114-31.6% | $92,893-53.5% | $65,185-33.7% |
| Participation rate | 79.2% | 68.8%+10.4pp | 76.0%+3.2pp | 70.2%+9.0pp |
| Annual return | 25.34% | 28.75%-3.4pp | 109.41%-84.1pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,560 | $2,571-39.3% | $3,653-57.3% | $2,177-28.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $812 | $624+30.2% | $5,794-86.0% | $847-4.1% |