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 | $48,682 | $69,515-30.0% | $86,874-44.0% | $85,850-43.3% |
| Participation rate | 85.1% | 66.3%+18.8pp | 71.6%+13.5pp | 69.3%+15.8pp |
| Annual return | 16.66% | 20.12%-3.5pp | 63.52%-46.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,114 | $1,880+12.4% | $2,495-15.3% | $2,565-17.6% |
| Participant deferral / active EE | $2,734 | $2,919-6.3% | $3,699-26.1% | $3,952-30.8% |
| Admin fee / account holder | $7,669 | $5,972+28.4% | $5,828+31.6% | $6,260+22.5% |