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 | $37,231 | $63,346-41.2% | $92,233-59.6% | $70,131-46.9% |
| Participation rate | 76.6% | 68.7%+7.9pp | 76.5%+0.1pp | 69.5%+7.1pp |
| Annual return | 19.95% | 530.12%-510.2pp | 176.28%-156.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,513 | $2,471+1.7% | $3,679-31.7% | $2,342+7.3% |
| Participant deferral / active EE | $2,905 | $2,854+1.8% | $3,897-25.5% | $3,332-12.8% |
| Admin fee / account holder | $2,257 | $3,840-41.2% | $5,194-56.5% | $4,645-51.4% |