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 | $54,140 | $56,053-3.4% | $75,972-28.7% | $80,856-33.0% |
| Participation rate | 91.2% | 62.0%+29.1pp | 69.1%+22.1pp | 67.6%+23.5pp |
| Annual return | 15.52% | 20.53%-5.0pp | 359.55%-344.0pp | 35.59%-20.1pp |
| Employer contribution / active EE | $5,423 | $1,874+189.4% | $2,685+102.0% | $2,755+96.9% |
| Participant deferral / active EE | $10,686 | $3,052+250.2% | $4,255+151.1% | $4,296+148.8% |
| Admin fee / account holder | $18,367 | $5,234+251.0% | $6,467+184.0% | $6,918+165.5% |