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 | $51,636 | $58,208-11.3% | $81,812-36.9% | $80,856-36.1% |
| Participation rate | 90.3% | 63.4%+26.9pp | 72.3%+18.0pp | 67.6%+22.7pp |
| Annual return | 12.65% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,036 | $2,340+72.5% | $2,912+38.6% | $2,755+46.5% |
| Participant deferral / active EE | $2,808 | $3,281-14.4% | $4,319-35.0% | $4,296-34.6% |
| Admin fee / account holder | $5,806 | $4,981+16.6% | $7,386-21.4% | $6,918-16.1% |