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 | $45,705 | $63,346-27.8% | $92,233-50.4% | $70,131-34.8% |
| Participation rate | 86.1% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.6pp |
| Annual return | 12.64% | 530.12%-517.5pp | 176.28%-163.6pp | 73.14%-60.5pp |
| Employer contribution / active EE | $2,388 | $2,471-3.3% | $3,679-35.1% | $2,342+2.0% |
| Participant deferral / active EE | $3,117 | $2,854+9.2% | $3,897-20.0% | $3,332-6.4% |
| Admin fee / account holder | $9,646 | $3,840+151.2% | $5,194+85.7% | $4,645+107.6% |