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 | $33,409 | $63,346-47.3% | $92,233-63.8% | $70,131-52.4% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 16.66% | 530.12%-513.5pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,820 | $2,471+14.1% | $3,679-23.4% | $2,342+20.4% |
| Participant deferral / active EE | $1,803 | $2,854-36.8% | $3,897-53.7% | $3,332-45.9% |
| Admin fee / account holder | $1,420 | $3,840-63.0% | $5,194-72.7% | $4,645-69.4% |