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 3-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 | $43,851 | $90,348-51.5% | $75,972-42.3% | $145,922-69.9% |
| Participation rate | 94.1% | 74.5%+19.7pp | 69.1%+25.1pp | 80.3%+13.8pp |
| Annual return | 11.58% | 620.88%-609.3pp | 359.55%-348.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,881 | $3,311-13.0% | $2,685+7.3% | $4,660-38.2% |
| Participant deferral / active EE | $7,542 | $5,162+46.1% | $4,255+77.2% | $6,688+12.8% |
| Admin fee / account holder | $2,653 | $8,467-68.7% | $6,467-59.0% | $13,397-80.2% |