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 | $52,537 | $73,638-28.7% | $95,952-45.2% | $73,488-28.5% |
| Participation rate | 96.2% | 76.2%+20.0pp | 77.1%+19.1pp | 70.7%+25.5pp |
| Annual return | 24.57% | 16.78%+7.8pp | 91.61%-67.0pp | 28.51%-3.9pp |
| Employer contribution / active EE | $5,386 | $1,863+189.1% | $2,541+112.0% | $2,270+137.3% |
| Participant deferral / active EE | $3,037 | $3,617-16.0% | $4,167-27.1% | $3,740-18.8% |
| Admin fee / account holder | $1,116 | $482+131.4% | $6,795-83.6% | $513+117.5% |