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 | $42,068 | $45,073-6.7% | $69,455-39.4% | $72,985-42.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 66.59% | 22.65%+43.9pp | 28.97%+37.6pp | 81.00%-14.4pp |
| Employer contribution / active EE | $2,444 | $2,054+19.0% | $2,779-12.0% | $2,440+0.2% |
| Participant deferral / active EE | $6,349 | $2,602+144.0% | $3,535+79.6% | $3,607+76.0% |
| Admin fee / account holder | $1,561 | $3,056-48.9% | $3,839-59.4% | $5,124-69.5% |