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 | $53,747 | $95,416-43.7% | $185,823-71.1% | $85,850-37.4% |
| Participation rate | 79.8% | 68.8%+11.0pp | 81.7%-1.9pp | 69.3%+10.5pp |
| Annual return | 18.54% | 23.59%-5.0pp | 122.05%-103.5pp | 318.53%-300.0pp |
| Employer contribution / active EE | $1,877 | $3,314-43.4% | $5,167-63.7% | $2,565-26.8% |
| Participant deferral / active EE | $3,598 | $3,423+5.1% | $5,568-35.4% | $3,952-9.0% |
| Admin fee / account holder | $1,108 | $7,213-84.6% | $16,237-93.2% | $6,260-82.3% |