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 | $36,584 | $76,738-52.3% | $56,411-35.1% | $145,922-74.9% |
| Participation rate | 73.7% | 63.2%+10.5pp | 52.5%+21.2pp | 80.3%-6.6pp |
| Annual return | 11.43% | 2994.23%-2982.8pp | 1701.33%-1689.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,336 | $1,380-3.2% | $1,039+28.6% | $4,660-71.3% |
| Participant deferral / active EE | $2,009 | $2,623-23.4% | $1,952+2.9% | $6,688-70.0% |
| Admin fee / account holder | $4,656 | $3,334+39.7% | $2,829+64.6% | $13,397-65.2% |