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 | $46,318 | $63,346-26.9% | $92,233-49.8% | $70,131-34.0% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 23.90% | 530.12%-506.2pp | 176.28%-152.4pp | 73.14%-49.2pp |
| Employer contribution / active EE | $1,892 | $2,471-23.4% | $3,679-48.6% | $2,342-19.2% |
| Participant deferral / active EE | $3,764 | $2,854+31.9% | $3,897-3.4% | $3,332+13.0% |
| Admin fee / account holder | $3,454 | $3,840-10.1% | $5,194-33.5% | $4,645-25.6% |