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 | $41,688 | $78,705-47.0% | $117,854-64.6% | $70,131-40.6% |
| Participation rate | 73.2% | 73.2%0pp | 79.7%-6.5pp | 69.5%+3.6pp |
| Annual return | 19.16% | 23.30%-4.1pp | 335.08%-315.9pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,897 | $2,223+30.3% | $3,786-23.5% | $2,342+23.7% |
| Participant deferral / active EE | $4,799 | $3,297+45.6% | $4,482+7.1% | $3,332+44.1% |
| Admin fee / account holder | $2,564 | $5,065-49.4% | $8,020-68.0% | $4,645-44.8% |