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 | $43,953 | $77,896-43.6% | $134,172-67.2% | $82,448-46.7% |
| Participation rate | 84.0% | 62.8%+21.2pp | 72.5%+11.5pp | 68.1%+15.9pp |
| Annual return | 25.50% | 18.21%+7.3pp | 25.30%+0.2pp | 41.64%-16.1pp |
| Employer contribution / active EE | $2,491 | $2,159+15.4% | $3,420-27.2% | $2,551-2.4% |
| Participant deferral / active EE | $4,004 | $3,162+26.6% | $4,690-14.6% | $4,139-3.3% |
| Admin fee / account holder | $16,738 | $6,336+164.2% | $12,016+39.3% | $7,234+131.4% |