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 | $42,868 | $53,127-19.3% | $86,590-50.5% | $70,131-38.9% |
| Participation rate | 88.1% | 65.3%+22.8pp | 73.5%+14.5pp | 69.5%+18.6pp |
| Annual return | 13.07% | 27.66%-14.6pp | 964.84%-951.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,611 | $2,068-22.1% | $2,839-43.3% | $2,342-31.2% |
| Participant deferral / active EE | $1,304 | $2,696-51.6% | $3,609-63.9% | $3,332-60.9% |
| Admin fee / account holder | $12,262 | $3,585+242.0% | $4,906+150.0% | $4,645+164.0% |