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 | $41,156 | $57,354-28.2% | $83,848-50.9% | $64,186-35.9% |
| Participation rate | 74.1% | 68.6%+5.5pp | 76.1%-2.1pp | 69.6%+4.5pp |
| Annual return | 14.68% | 11.38%+3.3pp | 850.88%-836.2pp | 7.63%+7.0pp |
| Employer contribution / active EE | $2,082 | $2,545-18.2% | $3,631-42.7% | $2,381-12.6% |
| Participant deferral / active EE | $5,484 | $2,993+83.2% | $4,082+34.4% | $3,470+58.1% |
| Admin fee / account holder | $2,768 | $4,046-31.6% | $5,478-49.5% | $4,888-43.4% |