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 | $37,260 | $63,346-41.2% | $92,233-59.6% | $70,131-46.9% |
| Participation rate | 82.5% | 68.7%+13.8pp | 76.5%+6.0pp | 69.5%+13.0pp |
| Annual return | 21.40% | 530.12%-508.7pp | 176.28%-154.9pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,019 | $2,471-18.3% | $3,679-45.1% | $2,342-13.8% |
| Participant deferral / active EE | $3,615 | $2,854+26.7% | $3,897-7.2% | $3,332+8.5% |
| Admin fee / account holder | $1,576 | $3,840-59.0% | $5,194-69.7% | $4,645-66.1% |