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 | $56,177 | $63,346-11.3% | $92,233-39.1% | $70,131-19.9% |
| Participation rate | 86.5% | 68.7%+17.9pp | 76.5%+10.1pp | 69.5%+17.0pp |
| Annual return | 21.87% | 530.12%-508.2pp | 176.28%-154.4pp | 73.14%-51.3pp |
| Employer contribution / active EE | $16,337 | $2,471+561.1% | $3,679+344.0% | $2,342+597.5% |
| Participant deferral / active EE | $2,246 | $2,854-21.3% | $3,897-42.4% | $3,332-32.6% |
| Admin fee / account holder | $2,177 | $3,840-43.3% | $5,194-58.1% | $4,645-53.1% |