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 | $48,230 | $61,605-21.7% | $112,229-57.0% | $75,163-35.8% |
| Participation rate | 88.9% | 61.7%+27.2pp | 72.4%+16.5pp | 67.2%+21.7pp |
| Annual return | 15.59% | 28.47%-12.9pp | 30.20%-14.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $4,317 | $2,015+114.2% | $3,430+25.9% | $2,670+61.7% |
| Participant deferral / active EE | $2,507 | $3,108-19.3% | $4,798-47.7% | $4,125-39.2% |
| Admin fee / account holder | $2,514 | $4,862-48.3% | $7,748-67.6% | $5,651-55.5% |