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 | $42,973 | $65,365-34.3% | $92,893-53.7% | $72,985-41.1% |
| Participation rate | 73.2% | 68.3%+4.9pp | 76.0%-2.8pp | 69.5%+3.7pp |
| Annual return | 17.58% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,284 | $2,594-12.0% | $3,653-37.5% | $2,440-6.4% |
| Participant deferral / active EE | $4,238 | $3,128+35.5% | $4,236+0.1% | $3,607+17.5% |
| Admin fee / account holder | $7,565 | $4,251+77.9% | $5,794+30.6% | $5,124+47.6% |