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 | $54,181 | $78,672-31.1% | $109,143-50.4% | $85,850-36.9% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 15.26% | 25.09%-9.8pp | 25.75%-10.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,228 | $2,735-18.5% | $3,722-40.1% | $2,565-13.2% |
| Participant deferral / active EE | $6,536 | $3,467+88.5% | $4,653+40.5% | $3,952+65.4% |
| Admin fee / account holder | $22,400 | $5,469+309.6% | $6,752+231.7% | $6,260+257.8% |