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 | $47,574 | $55,706-14.6% | $75,886-37.3% | $72,985-34.8% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.3%+20.7pp | 69.5%+20.5pp |
| Annual return | 16.89% | 27.59%-10.7pp | 30.76%-13.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $5,239 | $1,687+210.6% | $2,500+109.5% | $2,440+114.7% |
| Participant deferral / active EE | $4,370 | $2,634+65.9% | $3,603+21.3% | $3,607+21.1% |
| Admin fee / account holder | $14,063 | $3,978+253.5% | $5,418+159.5% | $5,124+174.4% |