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 | $48,837 | $58,927-17.1% | $76,817-36.4% | $72,985-33.1% |
| Participation rate | 83.8% | 67.3%+16.5pp | 72.1%+11.7pp | 69.5%+14.3pp |
| Annual return | 21.21% | 2305.64%-2284.4pp | 1166.11%-1144.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,740 | $1,787-2.6% | $2,302-24.4% | $2,440-28.7% |
| Participant deferral / active EE | $3,225 | $2,690+19.9% | $3,336-3.3% | $3,607-10.6% |
| Admin fee / account holder | $959 | $4,013-76.1% | $6,420-85.1% | $5,124-81.3% |