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 | $56,280 | $78,422-28.2% | $95,952-41.3% | $79,858-29.5% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 10.43% | 19.37%-8.9pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $4,248 | $1,945+118.4% | $2,541+67.2% | $2,471+71.9% |
| Participant deferral / active EE | $1,958 | $3,440-43.1% | $4,167-53.0% | $3,740-47.7% |
| Admin fee / account holder | $7,495 | $5,622+33.3% | $6,795+10.3% | $5,306+41.3% |