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 | $74,888-36.5% | $71,209-33.2% | $142,382-66.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 26.78% | 345.14%-318.4pp | 282.51%-255.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $5,402 | $2,854+89.2% | $2,721+98.5% | $4,299+25.6% |
| Participant deferral / active EE | $6,977 | $4,454+56.6% | $4,175+67.1% | $6,507+7.2% |
| Admin fee / account holder | $1,451 | $5,568-73.9% | $5,349-72.9% | $12,624-88.5% |