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 | $55,539 | $78,422-29.2% | $95,952-42.1% | $79,858-30.5% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+9.9pp | 69.6%+17.3pp |
| Annual return | 13.13% | 19.37%-6.2pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,155 | $1,945+10.8% | $2,541-15.2% | $2,471-12.8% |
| Participant deferral / active EE | $6,283 | $3,440+82.6% | $4,167+50.8% | $3,740+68.0% |
| Admin fee / account holder | $5,313 | $5,622-5.5% | $6,795-21.8% | $5,306+0.1% |