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 | $38,413 | $43,723-12.1% | $121,196-68.3% | $64,186-40.2% |
| Participation rate | 89.6% | 58.3%+31.3pp | 71.7%+17.8pp | 69.6%+20.0pp |
| Annual return | 10.34% | 68.91%-58.6pp | 16.93%-6.6pp | 7.63%+2.7pp |
| Employer contribution / active EE | $1,903 | $1,296+46.8% | $4,022-52.7% | $2,381-20.1% |
| Participant deferral / active EE | $2,432 | $2,280+6.7% | $3,344-27.3% | $3,470-29.9% |
| Admin fee / account holder | $20,051 | $3,501+472.7% | $5,019+299.5% | $4,888+310.2% |