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 | $26,269 | $63,346-58.5% | $92,233-71.5% | $70,131-62.5% |
| Participation rate | 91.4% | 68.7%+22.7pp | 76.5%+14.9pp | 69.5%+21.8pp |
| Annual return | 17.31% | 530.12%-512.8pp | 176.28%-159.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,602 | $2,471-35.2% | $3,679-56.4% | $2,342-31.6% |
| Participant deferral / active EE | $2,809 | $2,854-1.6% | $3,897-27.9% | $3,332-15.7% |
| Admin fee / account holder | $849 | $3,840-77.9% | $5,194-83.7% | $4,645-81.7% |