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 6-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 | $40,693 | $53,127-23.4% | $86,590-53.0% | $70,131-42.0% |
| Participation rate | 72.4% | 65.3%+7.1pp | 73.5%-1.1pp | 69.5%+2.9pp |
| Annual return | 44.52% | 27.66%+16.9pp | 964.84%-920.3pp | 73.14%-28.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,534 | $2,696-6.0% | $3,609-29.8% | $3,332-23.9% |
| Admin fee / account holder | $5,017 | $3,585+39.9% | $4,906+2.3% | $4,645+8.0% |