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 | $47,634 | $58,927-19.2% | $76,817-38.0% | $72,985-34.7% |
| Participation rate | 77.0% | 67.3%+9.7pp | 72.1%+5.0pp | 69.5%+7.6pp |
| Annual return | 16.87% | 2305.64%-2288.8pp | 1166.11%-1149.2pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,396 | $1,787-21.8% | $2,302-39.3% | $2,440-42.8% |
| Participant deferral / active EE | $3,286 | $2,690+22.2% | $3,336-1.5% | $3,607-8.9% |
| Admin fee / account holder | $6,711 | $4,013+67.2% | $6,420+4.5% | $5,124+31.0% |