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 | $38,851 | $73,933-47.5% | $96,683-59.8% | $75,163-48.3% |
| Participation rate | 82.5% | 66.4%+16.1pp | 74.3%+8.2pp | 67.2%+15.3pp |
| Annual return | 17.67% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $8,061 | $2,928+175.3% | $3,737+115.7% | $2,670+201.9% |
| Participant deferral / active EE | $1,879 | $3,659-48.6% | $4,878-61.5% | $4,125-54.4% |
| Admin fee / account holder | $9,733 | $5,216+86.6% | $6,730+44.6% | $5,651+72.2% |