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 | $47,582 | $72,071-34.0% | $68,368-30.4% | $137,256-65.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 26.78% | 353.14%-326.4pp | 292.57%-265.8pp | 220.34%-193.6pp |
| Employer contribution / active EE | $5,402 | $2,788+93.8% | $2,649+103.9% | $4,156+30.0% |
| Participant deferral / active EE | $6,977 | $4,410+58.2% | $4,123+69.2% | $6,407+8.9% |
| Admin fee / account holder | $1,451 | $5,336-72.8% | $5,150-71.8% | $12,270-88.2% |