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 | $27,261 | $58,208-53.2% | $81,812-66.7% | $80,856-66.3% |
| Participation rate | 93.0% | 63.4%+29.6pp | 72.3%+20.7pp | 67.6%+25.4pp |
| Annual return | 24.63% | 41.66%-17.0pp | 773.79%-749.2pp | 35.59%-11.0pp |
| Employer contribution / active EE | $2,390 | $2,340+2.1% | $2,912-17.9% | $2,755-13.2% |
| Participant deferral / active EE | $4,260 | $3,281+29.8% | $4,319-1.4% | $4,296-0.8% |
| Admin fee / account holder | $1,238 | $4,981-75.2% | $7,386-83.2% | $6,918-82.1% |