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 | $34,248 | $63,346-45.9% | $92,233-62.9% | $70,131-51.2% |
| Participation rate | 79.3% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.8pp |
| Annual return | 15.80% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,366 | $2,471-4.2% | $3,679-35.7% | $2,342+1.0% |
| Participant deferral / active EE | $1,379 | $2,854-51.7% | $3,897-64.6% | $3,332-58.6% |
| Admin fee / account holder | $1,988 | $3,840-48.2% | $5,194-61.7% | $4,645-57.2% |