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 | $40,239 | $65,365-38.4% | $92,893-56.7% | $72,985-44.9% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 25.49% | 42.10%-16.6pp | 109.41%-83.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,633 | $2,594-37.1% | $3,653-55.3% | $2,440-33.1% |
| Participant deferral / active EE | $5,187 | $3,128+65.8% | $4,236+22.4% | $3,607+43.8% |
| Admin fee / account holder | $2,028 | $4,251-52.3% | $5,794-65.0% | $5,124-60.4% |