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 | $27,056 | $63,346-57.3% | $92,233-70.7% | $70,131-61.4% |
| Participation rate | 89.5% | 68.7%+20.8pp | 76.5%+13.0pp | 69.5%+19.9pp |
| Annual return | 12.62% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $3,748 | $2,471+51.7% | $3,679+1.9% | $2,342+60.0% |
| Participant deferral / active EE | $1,486 | $2,854-47.9% | $3,897-61.9% | $3,332-55.4% |
| Admin fee / account holder | $2,764 | $3,840-28.0% | $5,194-46.8% | $4,645-40.5% |