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 | $48,004 | $63,346-24.2% | $92,233-48.0% | $70,131-31.6% |
| Participation rate | 91.4% | 68.7%+22.8pp | 76.5%+14.9pp | 69.5%+21.9pp |
| Annual return | 13.08% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,172 | $2,471-12.1% | $3,679-41.0% | $2,342-7.3% |
| Participant deferral / active EE | $2,411 | $2,854-15.5% | $3,897-38.1% | $3,332-27.6% |
| Admin fee / account holder | $2,126 | $3,840-44.6% | $5,194-59.1% | $4,645-54.2% |