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 | $34,292 | $63,346-45.9% | $92,233-62.8% | $70,131-51.1% |
| Participation rate | 89.4% | 68.7%+20.7pp | 76.5%+12.9pp | 69.5%+19.9pp |
| Annual return | 15.65% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,030 | $2,471-58.3% | $3,679-72.0% | $2,342-56.0% |
| Participant deferral / active EE | $3,831 | $2,854+34.2% | $3,897-1.7% | $3,332+15.0% |
| Admin fee / account holder | $3,387 | $3,840-11.8% | $5,194-34.8% | $4,645-27.1% |