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 | $42,307 | $63,346-33.2% | $92,233-54.1% | $70,131-39.7% |
| Participation rate | 80.6% | 68.7%+12.0pp | 76.5%+4.2pp | 69.5%+11.1pp |
| Annual return | 17.46% | 530.12%-512.7pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,442 | $2,471-1.2% | $3,679-33.6% | $2,342+4.2% |
| Participant deferral / active EE | $3,810 | $2,854+33.5% | $3,897-2.2% | $3,332+14.3% |
| Admin fee / account holder | $5,733 | $3,840+49.3% | $5,194+10.4% | $4,645+23.4% |