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 | $45,608 | $91,538-50.2% | $129,995-64.9% | $75,163-39.3% |
| Participation rate | 90.5% | 71.4%+19.1pp | 78.5%+12.1pp | 67.2%+23.3pp |
| Annual return | 17.50% | -631.11%+648.6pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,874 | $2,845-34.1% | $4,320-56.6% | $2,670-29.8% |
| Participant deferral / active EE | $3,028 | $4,341-30.3% | $5,820-48.0% | $4,125-26.6% |
| Admin fee / account holder | $6,394 | $6,790-5.8% | $10,614-39.8% | $5,651+13.1% |