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 | $45,478 | $83,902-45.8% | $167,512-72.9% | $84,808-46.4% |
| Participation rate | 81.6% | 66.5%+15.2pp | 77.1%+4.6pp | 68.3%+13.3pp |
| Annual return | 20.27% | 91.55%-71.3pp | 1615.79%-1595.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,941 | $2,264-14.3% | $3,882-50.0% | $2,631-26.2% |
| Participant deferral / active EE | $4,303 | $4,442-3.1% | $6,405-32.8% | $4,212+2.2% |
| Admin fee / account holder | $2,592 | $7,915-67.3% | $9,769-73.5% | $7,344-64.7% |