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 | $32,615 | $65,561-50.3% | $86,188-62.2% | $75,163-56.6% |
| Participation rate | 81.7% | 60.5%+21.2pp | 69.0%+12.7pp | 67.2%+14.5pp |
| Annual return | 13.57% | 46.05%-32.5pp | 1168.45%-1154.9pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,754 | $1,553+77.4% | $2,380+15.7% | $2,670+3.1% |
| Participant deferral / active EE | $3,514 | $3,024+16.2% | $3,985-11.8% | $4,125-14.8% |
| Admin fee / account holder | $3,242 | $5,474-40.8% | $6,852-52.7% | $5,651-42.6% |