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 | $47,894 | $71,050-32.6% | $93,606-48.8% | $80,856-40.8% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.6%+3.8pp |
| Annual return | 10.67% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,661 | $1,564+70.2% | $2,420+9.9% | $2,755-3.4% |
| Participant deferral / active EE | $5,613 | $4,034+39.1% | $4,411+27.2% | $4,296+30.7% |
| Admin fee / account holder | $5,479 | $6,945-21.1% | $8,285-33.9% | $6,918-20.8% |