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 | $35,616 | $70,428-49.4% | $96,562-63.1% | $85,850-58.5% |
| Participation rate | 85.7% | 61.8%+23.9pp | 69.8%+15.9pp | 69.3%+16.4pp |
| Annual return | 13.51% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,344 | $1,413+65.9% | $2,356-0.5% | $2,565-8.6% |
| Participant deferral / active EE | $2,563 | $2,894-11.4% | $3,849-33.4% | $3,952-35.1% |
| Admin fee / account holder | $26,523 | $4,997+430.8% | $6,181+329.1% | $6,260+323.7% |