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 | $45,510 | $63,346-28.2% | $92,233-50.7% | $70,131-35.1% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 16.10% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,767 | $2,471-28.5% | $3,679-52.0% | $2,342-24.6% |
| Participant deferral / active EE | $3,793 | $2,854+32.9% | $3,897-2.7% | $3,332+13.9% |
| Admin fee / account holder | $731 | $3,840-81.0% | $5,194-85.9% | $4,645-84.3% |