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 | $39,867 | $63,346-37.1% | $92,233-56.8% | $70,131-43.2% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 22.19% | 530.12%-507.9pp | 176.28%-154.1pp | 73.14%-50.9pp |
| Employer contribution / active EE | $5,760 | $2,471+133.1% | $3,679+56.5% | $2,342+145.9% |
| Participant deferral / active EE | $5,519 | $2,854+93.4% | $3,897+41.6% | $3,332+65.6% |
| Admin fee / account holder | $522 | $3,840-86.4% | $5,194-90.0% | $4,645-88.8% |