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 | $46,208 | $53,127-13.0% | $86,590-46.6% | $70,131-34.1% |
| Participation rate | 94.4% | 65.3%+29.1pp | 73.5%+20.9pp | 69.5%+24.9pp |
| Annual return | 17.76% | 27.66%-9.9pp | 964.84%-947.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,904 | $2,068+40.4% | $2,839+2.3% | $2,342+24.0% |
| Participant deferral / active EE | $4,017 | $2,696+49.0% | $3,609+11.3% | $3,332+20.6% |
| Admin fee / account holder | $517 | $3,585-85.6% | $4,906-89.5% | $4,645-88.9% |