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 | $43,765 | $56,357-22.3% | $104,294-58.0% | $68,494-36.1% |
| Participation rate | 86.3% | 63.3%+23.0pp | 73.3%+13.0pp | 67.9%+18.4pp |
| Annual return | 13.19% | -9.19%+22.4pp | 24.61%-11.4pp | -7.84%+21.0pp |
| Employer contribution / active EE | $3,258 | $1,960+66.2% | $3,372-3.4% | $2,596+25.5% |
| Participant deferral / active EE | $2,853 | $3,077-7.3% | $4,625-38.3% | $4,027-29.2% |
| Admin fee / account holder | $9,101 | $4,903+85.6% | $7,339+24.0% | $5,403+68.4% |