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 | $39,914 | $89,753-55.5% | $107,525-62.9% | $84,808-52.9% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 23.79% | 29.48%-5.7pp | 181.32%-157.5pp | 40.90%-17.1pp |
| Employer contribution / active EE | $3,242 | $3,113+4.1% | $3,754-13.6% | $2,631+23.2% |
| Participant deferral / active EE | $6,347 | $4,056+56.5% | $5,116+24.1% | $4,212+50.7% |
| Admin fee / account holder | $4,300 | $7,222-40.5% | $8,919-51.8% | $7,344-41.5% |